Our Team

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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