Pete is an expert in helping investment committees construct suitable investment lineups for qualified and non-qualified plans. With over two decades of experience in the financial services industry, he has been working exclusively with corporate clients for over a decade. Pete’s daily goal is to make a meaningful impact in the lives of those we…
Experienced in consulting with investment committees to construct appropriate investment lineups for qualified and non-qualified plans. With a focus on stewardship, he strives to impact the success of those we serve, ensuring everyone can retire with dignity and proper knowledge about their finances.
Jacinta bridges the communication between leaders and various business units while servicing corporate retirement plans across multiple states. With 25 years of experience, her expertise spans participant support in 401(k) plans, plan sponsor administration, field office hiring, and account executive work. Jacinta’s approach is rooted in understanding that a one-size-fits-all approach isn’t suitable for clients.…
With over three decades of experience in the industry, Mark establishes trusted relationships with plan sponsors and participants, providing consultation on retirement plan design, investment options, and administration. As a dedicated liaison between clients and record keepers, he ensures seamless service delivery and actively seeks ways to optimize retirement plans. Driven by his passion for…
Kenia manages our pooled employer plan portfolio and assists in corporate client administration. With over five years of experience, she’s become a proficient resource for retirement plan servicing. Kenia holds degrees in Business Management and Economics and is passionate about improving financial literacy, especially among those who share her background. Her values include faith, creativity,…
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