About
/
The team
01
|
Our team
The people behind your plan.
An independent team of retirement specialists — investment management, plan design, and participant engagement under one roof. Meet the people you'll work with.
Home office
What each seat owns day to day.
Credentials held across the team
CFA
Chartered Financial Analyst
CFP®
CERTIFIED FINANCIAL PLANNER™
AIF
Accredited Investment Fiduciary
CRPS
Chartered Retirement Plans Specialist
CPFA
Certified Plan Fiduciary Advisor
NQPC
Nonqualified Plan Consultant
Work with a team that knows your plan.
Start a conversation with the people who'll actually run your 401(k) — no call center, no handoffs.