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

Steven Wilkinson, QPFC®, CRPS®

Partner, Director of Operations