Our Team
Who We Are
Our team of retirement plan professionals stands ready to partner with you so you can be the hero delivering meaningful solutions and creating success stories for those you serve. Our team is divided into two groups – those that serve plans directly and those that support advisors as they serve their retirement plan clients.
Meet our Team
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Supporting Plan Sponsors
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Charles Moran
CFP®, CRPS®, CPFA
Senior Retirement Plan Advisor
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Grant Heutel
CRPS®, CPFA, CFP®
Retirement Plan Advisor
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Austin Schettler
CFP®, CRPS®, CPFA, QKA®
Retirement Plan Advisor
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Christine Anderson
Retirement Solutions Specialist
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Kristen Donovan
CPFA, QKA®, AIF
Senior Director, Retirement Solutions
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Giancarlo Plati
Retirement Plan Advisor
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Derek Taddei
CPFA
Retirement Plan Advisor
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Supporting Advisors
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Matt Pranschke
CFP®, QPA, ERPA, CPC, CPFA
Senior Retirement Plan Consultant
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Kathryn Risch
QPA, QKA®, QPFC, CRC
Senior Retirement Plan Consultant
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Tim Helsel
QPFC
Retirement Plan Consultant
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Kristen Donovan
CPFA, QKA®, AIF
Senior Director, Retirement Solutions
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Anna Huniak
Manager, Retirement Services
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Emily Francis
Retirement Services Lead
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Lindsay Schrader
Retirement Services Specialist
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Christine Anderson
Retirement Solutions Specialist
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Becca Bundy
Retirement Services Specialist
Ready to learn what we can do for you?
We're ready to help! Simply contact a member of our team to talk about your own specific needs.