Our Team

CORPORATE RETIREMENT PLANS

Tom Mayer

Partner

Drew Denny

Partner

Steve Wylam

Partner

Leah Hill

Partner, Director – Retirement Plan Services

Alex Sylvester

Partner

Michael Richardson

Partner

David Bauer

Director – Investment Management

Holly Willman

Director – Creative & Strategic Operations

Garrett Smith

Wealth Advisor

George Lauck

Wealth Advisor

Nick Wylam

Retirement Solutions Consultant

Brittany Vollmar

Client Relationship Consultant

Noel Phillips

Client Relationship Consultant

Danielle Corigliano

Client Relationship Consultant

Joe Miller

Client Relationship Consultant

Valerie Scott

Client Solutions Coordinator

Shawny Adams

Client Solutions Coordinator