Retirement Plan Advisor with McInnes Financial Services, a part of McInnes Group Inc.Focused on helping clients design and implement a retirement plan that will help employees achieve retirement readiness through Fiduciary Oversight, Participant Education, Investment Monitoring and Plan Benchmarking. If you would like to hear more about McInnes Group Retirement Plan Services please email me at lance@mcinnesgroup.com

OneAmerica Retirement Services (formerly BMO Retirement Services/M&I Institutional Trust Services)Kansas City, MO April 2003 to PresentRelationship Executive Responsible for managing relationships with approximately 45 institutional retirement plan clients generating over $2.4 million in revenue annuallyLead a seven-person team assigned to each clientSignificant experience with professional service firms (law firms, medical groups, etc.)Understand the unique investment vehicles preferred by many professionals, as well as the various forms of brokerage accounts that may be employed to address those needsPartner with institutional consultants and investment advisors to establish investment choices and deliver tailored employee education programsProvide advice related to plan design and fiduciary governancePlan and conduct plan committee meetingsPresent annual plan reviews concerning plan performance and demographicsParticipate in employee education initiativesPlay a key role in approximately 15 sales presentations each yearConsistently received positive feedback from members of the sales team, plan advisors, and employers for the quality and effectiveness of my sales presentationsRecognized in (2011) as one of M&I’s leading Relationship Managers