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 Advisors
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Matt Pranschke
CFP®, QPA, ERPA, CPC, CPFA
Retirement Solutions Advisor
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Kathryn Risch
QPA, QKA®, QPFC, CRC
Retirement Solutions Advisor
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Tim Helsel
QPFC
Retirement Solutions Advisor
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Kristen Donovan
CPFA, QKA®, AIF
Director, Retirement Solutions
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Anna Huniak
Operations Manager, Retirement Solutions
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Emily Francis
Billing and Operations Lead
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Lindsay Schrader
Retirement Plan Specialist
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Christine Anderson
Retirement Plan Specialist
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Becca Bundy
Retirement Plan 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.