Why Plan Design Matters

Retirement Plan Consulting

Jul 27, 2021

All industries have their “buzz” words or phrases. The retirement plan industry is filled with them, and plan design...

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Podcast

Jul 08, 2021

Podcast

Jul 08, 2021

These days everyone has a podcast. As advisors, we get to have fascinating conversations with interesting people every day....

Meet Our Thought Leaders

Christopher D. Ross, CFP® CEPA®

Managing Director |
Wealth Advisor

Perry J. Rose, CFP®

Senior Vice President |
Wealth Advisor

Douglas F. Holcomb

Senior Vice President |
Wealth Advisor

Jude R. McDonough, CFP® AIF®

Senior Vice President |
Wealth Advisor

Kaley E. Kucharski

Senior Client Associate |
Operations Manager

Michael J. Cordaro, MBA

Vice President | Wealth Advisor

Susan E. Walsh

Client Associate

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