OUR TEAM OF CONSULTANTS
Darryl Shafer, CFP®
Plan Consultant, Retirement Education Specialist
Michael Fine, CFP®, QPFC
Partner, Director of Plan Services / Plan Consultant
Ashley Wilkinson
Operations Manager
Shawna Martin
Plan Analyst
Mizan Rahman, ERPA, QPA, TGPC
Plan Consultant / Compliance Analyst
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