401(k) Plan 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.

 

Scott Barchus, CPA Principal	Toby Daniels Principal Relationship Manager	Carl Pinkard, CFP Relationship Manager Employee Education	Becky Ray Pension Administration
Heather Wonderly Relationship Manager Employee Education	Chelsi Roberston Director of Record Keeping	Lori Foresz, QPA Pension Manager	Abbey Rollins Relationship Manager Employee Education
Sallie Olson, CPA Pension Manager	Nicole Rice, CPA Investment Consultant

| Our Team |

| Investment Committee |

| Personal Financial Planning Team |

| 401(k) Plan Team |

| Business Transitions Team |