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@esmallwood.com
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1 phone found area 303
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Patterson Mckinlay, Mba, Aifa is listed as Principal at Achieve Retirement, a with 6 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at esmallwood.com, phone signal with area code 303, and a matched LinkedIn profile for Patterson Mckinlay, Mba, Aifa.
Patterson Mckinlay, Mba, Aifa previously worked as Benefit Consultant at Moody Insurance Agency and Investment Service Manager at Community First Bank. Patterson Mckinlay, Mba, Aifa holds Mba, Ecommerce from University Of Phoenix.
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AeroLeads found 1 current-domain work email signal for Patterson Mckinlay, Mba, Aifa. Compare company email patterns before reaching out.
At Achieve Retirement, we believe that everyone should have the opportunity to retire. We focus on helping plan sponsors understand, plan expenses, and employee education and awareness in order to empower retirement plan participants to strive towards better managing and maximizing the success of their company-sponsored 401(k)/403(b) plans. Our service model is designed to assist the trustee with an easy-to-use fiduciary compliance program to help them manage the plan’s long-term financial goals. Our specialties include: 3(21) fiduciary responsibility; 404(c) compliance assistance; 401(k) and 403(b) plan design education; employee education and advice; participant retirement readiness; enrollment support; investment analysis; committee meeting leadership; and investment policy statement preparations and review assistance. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC please refer to the contact information section above. Investment advice offered through Global Retirement Partners (GRP), a registered investment advisor. GRP, Achieve Retirement and LPL are separate non-affiliated entities.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.achieveretirement.com
Listed skills include Insurance, Management, Health Insurance, Finance, and 14 others.
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Greater Denver Area
I created Achieve Retirement to help participants become more engaged with their corporate sponsored retirement plans and to assist plan sponsors in understanding their roles and responsibilities as fiduciaries. We deliver these objectives with passion, respect and a large dose of fun and levity.
Greater Denver Area
Having joined Moody Insurance Agency through the Smallwood Financial merger I specialize in providing organizations with an unmatched level of service and a focused attention to cost optimization, compliance including ACA solutions and employee satisfaction.Moody Insurance Agency is not affiliated with Global Retirement Partners, Achieve Retirement, or LPL Financial.
Other employees you can reach at achieveretirement.com. View company contacts for 6 employees →
Thomas Little, Cfp®, Cpfa
Colleague at Achieve RetirementDenver Metropolitan Area, United States
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Jessica Cwik, Crps, Cpfa, Qka
Colleague at Achieve RetirementDenver Metropolitan Area, United States
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Dj Bartlett
Colleague at Achieve RetirementFort Collins, Colorado, United States
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Elizabeth (Beth) Lockwood
Colleague at Achieve RetirementEnglewood, Colorado, United States
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Abigail Riley
Colleague at Achieve RetirementWindsor, Colorado, United States
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Quick answers generated from the profile data available on this page.
Patterson Mckinlay, Mba, Aifa works for Achieve Retirement.
Patterson Mckinlay, Mba, Aifa is listed as Principal at Achieve Retirement.
AeroLeads has found 1 work email signal at @esmallwood.com for Patterson Mckinlay, Mba, Aifa at Achieve Retirement.
AeroLeads has found 1 phone signal(s) with area code 303 for Patterson Mckinlay, Mba, Aifa at Achieve Retirement.
Patterson Mckinlay, Mba, Aifa is based in Denver, Colorado, United States while working with Achieve Retirement.
Patterson Mckinlay, Mba, Aifa has worked for Achieve Retirement, Moody Insurance Agency, and Community First Bank.
Patterson Mckinlay, Mba, Aifa's colleagues at Achieve Retirement include Thomas Little, Cfp®, Cpfa, Jessica Cwik, Crps, Cpfa, Qka, Dj Bartlett, Elizabeth (Beth) Lockwood, and Abigail Riley.
You can use AeroLeads to view verified contact signals for Patterson Mckinlay, Mba, Aifa at Achieve Retirement, including work email, phone, and LinkedIn data when available.
Patterson Mckinlay, Mba, Aifa holds Mba, Ecommerce from University Of Phoenix.
Patterson Mckinlay, Mba, Aifa is listed with skills including Insurance, Management, Health Insurance, Finance, Strategic Planning, Retirement, 401K, and Disability Insurance.
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