Our team of consultants

Darryl Shafer, CFP®

Plan Consultant, Retirement Education Specialist

Michael Fine, CFP®, QPFC

Partner, Director of Plan Services / Plan Consultant

Ron Hall

Senior Consultant & Compliance Manager

Shawna Martin

Plan Analyst

Steven Wilkinson, QPFC®, CRPS®

Partner, Director of Operations

Ashley Wilkinson

Operations Manager