Retirement Plan Consultants

Randall C. Long

Randall C. Long, AIF®

Founder & Managing Principal

Mark H. Kordonsky

Mark H. Kordonsky

Principal & Chief Risk Officer

David Anderson

David C. Anderson, JD

Retirement Plan Consultant

Matt  Anderson

Matt Anderson

Retirement Plan Consultant

TJ  Arcuri

TJ Arcuri, AIF®

 

Retirement Plan Consultant

Rodney Balbuena

Rodney Balbuena

Managing Director

Lucas  Barton, CFP

Lucas Barton, CFP

Managing Director

Howard Biggs

Howard Biggs

Managing Director

Ryan Biggs

Ryan Biggs

Retirement Plan Consultant

Benaiah J. Burnich

Benaiah J. Burnich, QPFC

Financial Consultant

Tim  Burns, CPA, CFA

Tim Burns, CPA, CFA

Managing Director

Kerrie Casey

Kerrie Casey, AIF®

Retirement Plan Consultant

Jon  Chambers

Jon Chambers, CPFA

Managing Director

Tina Alexander  Chambers

Tina Alexander Chambers

Senior Retirement Plan Consultant

Ann Cheu

Ann Cheu

Retirement Plan Consultant

Cathy Christ

Cathy Christ, CPFA

Retirement Plan Consultant

W. Larry Davis

W. Larry Davis

Retirement Plan Consultant

Tom  Demko

Tom Demko

Managing Director

Steven Edwards

Steven Edwards

Retirement Plan Consultant

Jeff M. Gratton

Jeff M. Gratton

Managing Director/Chief Marketing Officer

Mark Foster

Mark Foster

Retirement Plan Consultant

Lisa  Garcia

Lisa Garcia, AIF®, CPFA

Retirement Plan Consultant

Rich Ginel

Rich Ginel, Jr, MBA, CIMA®

Retirement Plan Consultant

Susan L.  Hajek

Susan L. Hajek, MBA, QPFC

Retirement Plan Consultant

Clinton Heine

Clinton Heine, AIF®

Retirement Plan Consultant

James Henry

James Henry, CFS

Retirement Plan Consultant

Ken  Hyne

Ken Hyne, MBA, CIMA

Managing Director

Nick Jahn

Nick Jahn, MBA

Retirement Plan Consultant

Brian Mahoney

Brian Mahoney

Retirement Plan Consultant

Ryan Manaker

Ryan Manaker

Retirement Plan Consultant

James R.  McCrary

James R. McCrary

Retirement Plan Consultant

Robert Patton

Robert Patton

Managing Director

Stuart Payment

Stuart Payment, CFA

Retirement Plan Consultant

Jeffery Petrone

Jeffrey M. Petrone

Managing Director

William Posch

William Posch, AIF®

Retirement Plan Consultant

Wayne Roth

Wayne Roth

Retirement Plan Consultant

Shelly  Schaefer

Shelly Schaefer, QPFC, AIF®

Retirement Plan Consultant

David  Shnapek

David Shnapek

Retirement Plan Consultant

Jonathan  St. Clair

Jonathan St. Clair, JD

Chief Fiduciary Officer and Managing Director

Garrett  Stinson

Garrett Stinson

Managing Director

Ji Mi Tsang, QPFC

Ji Mi Tsang, QPFC

Retirement Plan Consultant

Edward Wagner

Edward A. Wagner

Managing Director

Larkin Walsh

Larkin Walsh, AIF®

Retirement Plan Consultant

Erica  Washburn

Erica Washburn, AIF®

Senior Retirement Plan Consultant

Eric Weissman

Eric Weissman, AIF®

Retirement Plan Consultant

Larissa S.  Whittle

Larissa S. Whittle, CEBS

Retirement Plan Consultant