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
-
Supporting Plan Sponsors
-
Charles Moran
CFP®, CRPS®, CPFA
Retirement Plan Advisor
-
Grant Heutel
CRPS®, CPFA, CFP®
Retirement Plan Advisor
-
Austin Schettler
CFP®, CRPS®, CPFA, QKA®
Retirement Plan Advisor
-
Christine Anderson
Retirement Solutions Specialist
-
Kristen Donovan
CPFA, QKA®, AIF
Director, Retirement Solutions
-
Giancarlo Plati
Retirement Plan Advisor
-
Jason Kennedy
CPFA, AIF
Retirement Plan Advisor
-
Derek Taddei
CPFA
401(k) Retirement Specialist
-
Supporting Advisors
-
Matt Pranschke
CFP®, QPA, ERPA, CPC, CPFA
Retirement Solutions Advisor
-
Kathryn Risch
QPA, QKA®, QPFC, CRC
Retirement Solutions Advisor
-
Tim Helsel
QPFC
Retirement Solutions Advisor
-
Kristen Donovan
CPFA, QKA®, AIF
Director, Retirement Solutions
-
Anna Huniak
Operations Manager, Retirement Solutions
-
Emily Francis
Billing & Reporting Lead
-
Lindsay Schrader
Retirement Solutions Specialist
-
Christine Anderson
Retirement Solutions Specialist
-
Becca Bundy
Retirement Solutions 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.