Private Retirement Plan


graduated from Truman State College and likewise obtained a MBA from Fontbonne College. Susan holds a number of securities licenses and has obtained a QKA, Certified 401(okay) Administrator designation and a QPFC, Certified Plan Monetary Marketing consultant designation, each from ASPPA. Susan's skilled memberships/affiliations embody; ASPPA: NAPA: President-Elect of the ASPPA Advantages Council of Central Texas; WIPN, Girls in Pensions Community.

James was additionally accountable for enterprise improvement, advertising and marketing methods and long-term shopper relationship administration. He's a graduate of the College of Tennessee at Knoxville, with a B.S. diploma in Enterprise Administration and Administration focus. James is a Sequence 6, 7, 63 and 65 registered. He additionally acquired his Licensed Fund Specialist (CFS) Designation from the Institute of Enterprise and Finance.

His focus is on funding administration and participant schooling. Previous to becoming a member of SageView, Will was working with an unbiased Bay Space Pension consulting agency. He has over 20 years within the monetary providers business and 10 years particularly in retirement consulting. He has labored with each giant plans and people simply beginning up and has intensive expertise with 401(okay) Report Keepers. Will obtained a B.

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