Managing Director - Great Lakes
CurrentStrategic Retirement Partners is a nationwide independent retirement plan consulting firm that advises employers and plan fiduciaries in the understanding and fulfillment of their responsibilities to the plan, participating employees, and beneficiaries. We currently consult on over 1,300 corporate and non-profit plans representing the retirement aspirations of tens of thousands of employees. It’s a huge responsibility – one that we wake to every day with a renewed and unparalleled commitment to… Show more Strategic Retirement Partners is a nationwide independent retirement plan consulting firm that advises employers and plan fiduciaries in the understanding and fulfillment of their responsibilities to the plan, participating employees, and beneficiaries. We currently consult on over 1,300 corporate and non-profit plans representing the retirement aspirations of tens of thousands of employees. It’s a huge responsibility – one that we wake to every day with a renewed and unparalleled commitment to excellence, supported by the latest technology, deep research capabilities, operational efficiencies and a craftsman-like focus on detail. Each of our offices is led by a Managing Director and staffed by a highly credentialed group of professionals who share a common business philosophy and objective: To deliver best-in-class resources, service standards, and expertise to better serve our clients, always striving to help them achieve their financial goals. If we don’t look and sound like “Wall Street”, it’s intentional. We adhere to operating principles and values that emphasize independence, work ethic, and a laser-like focus on the needs of our clients.This profile is published for residents of the United States only. We may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed.Investment advisory services offered through WELLth Advisory Services, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor. Show less
