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.