Our Team

CORPORATE RETIREMENT PLANS

Tom Mayer

Partner

Drew Denny

Partner

Steve Wylam

Partner

Leah Hill

Partner, Director – Retirement Plan Services

Michael Richardson

Partner

David Bauer

Director – Investment Management

Holly Willman

Director – Creative & Strategic Operations

Aaron McAndrew

Wealth Advisor

Garrett Smith

Wealth Advisor

Nick Wylam

Retirement Solutions Consultant

Brittany Vollmar

Client Relationship Consultant

Ashleigh Kester

Client Relationship Consultant

Megan Stanley

Client Solutions Specialist

Valerie Scott

Client Solutions Coordinator

Shawny Adams

Client Solutions Coordinator