Mary Setter
As a retirement account executive, Mary specializes in wealth management, retirement planning, and client relationships.
Jack Perry
As a retirement account associate, Jack specializes in retirement services, wealth management, and customer service.
Ben Verrico
As a retirement account executive, Ben specializes in financial planning, retirement, and customer service.
Paige Arndt
As a retirement account associate, Paige specializes in relationship building, financial services, and customer service.
Matthew Siva
As a retirement account executive, Matthew works with Retirement Plan Advisors to identify and make recommendations that are beneficial to each client’s needs.
Nicole Albano
As a client service specialist, Nicole specializes in employee engagement and education, compliance and fiduciary governance, and customer service.
JP Rehak
As a Retirement Plan Advisor, JP specializes in financial planning, retirement planning, strategic asset allocation, and relationship management.
Darlene Markowski
As a retirement operations coordinator, Darlene specializes in retirement planning, 401(k)s, and client support.
Kristen Chambers
Kristen serves as Team Lead of LRA and specializes in plan design consulting, employee engagement & education, and ERISA compliance & fiduciary governance.
Laura A. Cooley
As a Retirement Plan Advisor, Laura specializes in personal financial planning, investment due diligence and oversight, fiduciary support, and ERISA compliance.
