401(k) Team

Our Bundled 401(k) services bring together professionals who specialize in the areas of Investment Management, Trustee and Employee Education, Daily Recordkeeping, and Compliance.  This truly is a team that coordinates their efforts to provide the very best retirement plan program for employers and their employees. 

 

 

Amy Barber		Carl Pinkard, CFP
Relationship Manager Employee Education		Relationship Manager Employee Education
Scott Barchus, CPA		Becky Ray
Principal		Pension Administration
Toby Daniels		Chelsi Robertson
Principal Relationship Manager		Director of Record Keeping
Lori Foresz, Q.P.A.		Abbey Rollins
Pension Manager		Relationship Manager Employee Education
Sallie Olson, CPA		Heather Wonderly
Pension Manager		Relationship Manager Employee Education