Hey There
We’re glad you stopped by. Choosing who to trust with your retirement plan is a big decision, and we want you to feel confident and comfortable throughout the process. That’s why we created a short video to introduce ourselves.
All About Us
Our 401(k) team is more than just advisors—we’re a dedicated team of specialists who make retirement plans run smoothly for businesses like yours. Every company deserves a retirement plan that works as hard as its people do, and that’s where we come in.
Our team is built with intention, we’re a well-oiled machine. Over the years, we’ve perfected the processes that keep retirement plans on track. We believe that when employees understand their retirement plan, they’re more likely to use it—and benefit from it. That’s why we put as much energy into communication and education as we do into strategy and analytics.
Craig Gingerich, CFP®, C(k)P®, AIF®
"The Navigator" - Finding the smartest bath forward.
Shannon Meyer, CHSA®
"The Process Pro" - Smooth, efficient, unshakeable.
Colin Young, CFP®, C(k)P®, AIF®
"The Strategist" - Precision with big-picture thinking.
Hope Duncan
"The Engine" - Powering everything forward.
Jack Cairns, AIF®
"The People Person" - Go-to for answers and support.
Sunny Ramirez, CHSA®
"The Link" - Connecting clients with solutions.