We often compare retirement planning to trying to hit a moving target in the wind. The target is your retirement goals – essentially what you want to spend and accomplish with your finances. The target is moving because you don’t know how long you will live – your retirement could last 5 ye …Continue Reading!
Published by Ron Carson For more than 25 years, our firm has relied on a client advisory council for candid feedback on how to better run our firm.
I joined our firm in April 2016 and have been working as an Operations Associate on the Operations Team. I previously worked in the Special Education world, and my most recent work experience prior to our firm was as a Staffing Manager at a local staffing firm.
Pete joined our firm as a Client Service Manager in April 2015. He brings nine years of industry experience with a focus in Licensing and Registration, Operations, and most recently, two years working for a back-office portfolio accounting solution.
Getting to Know: Kelsey Ruwe, Director of Human Resources Kelsey joined our firm in May 2008 as an Event Coordinator and Executive Assistant to Ron. Her passion for helping and developing others led her to the Human Resources department in 2011.
Teresa joined our firm in April 2011 as an Administrative Assistant, transitioning into the Client Services area as a New Business Coordinator, and currently is in the Operations Department as a Cashiering Associate.
Published by Shayla Kriha, Client Service Manager I just celebrated my five-year anniversary with our firm. I became part of the team in May 2011 as an Operations Associate.