Retirement Plan Consultants

Randall C. Long

Randall C. Long, AIF®

Founder & Managing Principal

Mark H. Kordonsky

Mark H. Kordonsky

Principal & Chief Risk Officer

Shana Aleem

Shana Aleem

Retirement Plan Consultant

David Anderson

David C. Anderson, JD

Retirement Plan Consultant

Matt  Anderson

Matt Anderson

Retirement Plan Consultant

TJ  Arcuri

TJ Arcuri, AIF®, CIMA®

 

Retirement Plan Consultant

Luka Arnerich, CAIA

Luka Arnerich, CAIA

Retirement Plan Consultant

Rodney Balbuena

Rodney Balbuena

Managing Director

Lucas  Barton, CFP

Lucas Barton, CFP

Managing Director

Mary Berk

Mary Berk, CPC

Senior Consultant and Plan Design Specialist

Howard Biggs

Howard Biggs

Managing Director

Ryan Biggs

Ryan Biggs

Retirement Plan Consultant

Benaiah J. Burnich

Benaiah J. Burnich, QPFC

Financial Consultant

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

Luciano  Costantini

Luciano Costantini

Managing Director

Panfilo (Phil) Costantini

Panfilo (Phil) Costantini

Retirement Plan Consultant

Margarita Cross

Margarita Cross

Retirement Plan Consultant

W. Larry Davis

W. Larry Davis

Retirement Plan Consultant

Tom  Demko

Tom Demko

Managing Director

John  Ehlers

John Ehlers

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

Bud  Green

Bud Green, CIMA, AIF

Principal Consultant

Matt Gulseth

Matt Gulseth

Managing Director

Susan L.  Hajek

Susan L. Hajek, MBA, QPFC

Retirement Plan Consultant

Clinton Heine

Clinton Heine, AIF®

Retirement Plan Consultant

Ken  Hyne

Ken Hyne, MBA, CIMA

Managing Director

Irving Isaacson

Irving Isaacson, JD

Senior Consultant and Plan Design Specialist

Nick Jahn

Nick Jahn, MBA, QPFC

Retirement Plan Consultant

Rodney Kauffman

Rodney Kauffman, MBA, CFA®

Retirement Plan Consultant

Jack Lockwood

Jack Lockwood

Investment Consultant

Brian Mahoney

Brian Mahoney, AIF®

Retirement Plan Consultant

Ryan Manaker

Ryan Manaker

Retirement Plan Consultant

Jim  McDonald

Jim McDonald

Managing Director

James R.  McCrary

James R. McCrary

Retirement Plan Consultant

Andrew Ness

Andrew Ness

Retirement Plan Consultant

Javier Obando

Javier Obando

Retirement Plan Consultant

Scott Ondek

Scott Ondek, AIF®

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

Lisa Quinn

Lisa Quinn

Retirement Plan Consultant

Cullen Reif

Cullen Reif, C(k)P®, CPFA

Retirement Plan Consultant

Shelly  Schaefer

Shelly Schaefer, QPFC

Retirement Plan Consultant

Marc Schmeeckle

Marc Schmeeckle, MBA

Retirement Plan Consultant

Kevin Schmeits

Kevin Schmeits

Retirement Plan Consultant

David  Shnapek

David Shnapek

Retirement Plan Consultant

Deanna Spivey

Deanna Spivey, AIF, CPFA

Retirement Plan Consultant

Jonathan  St. Clair

Jonathan St. Clair, JD

Chief Fiduciary Officer and Managing Director

Dan Stewart

Dan Stewart

Managing Director

Garrett  Stinson

Garrett Stinson

Managing Director

Ji Mi Kim, QPFC

Ji Mi Kim, 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®

Financial Wellness Consultant

Larissa S.  Whittle

Larissa S. Whittle, CEBS

Retirement Plan Consultant

Steve Woodley

Steve Woodley

Retirement Plan Consultant

Jeff Schwendig

Jeff Schwendig

Retirement Plan Consultant