Archives: Team Members

Shawn J. Walker
May 15, 2019
Describe your position As Managing Partner, I oversee the firm’s 401(k) management, wealth management, and financial planning operations, while providing […]
Jay Sprinkel
May 15, 2019
What’s the most valuable thing you’ve learned from your clients? I’ve learned that if I talk to people from my […]
Gregory Ostrowski
May 15, 2019
What is the most valuable thing you’ve learned from your clients? Do what you love. We have the distinct privilege […]
Ian Arrowsmith
May 15, 2019
What is the most valuable thing you’ve learned from your clients? Saving for retirement takes the better part of a […]
Ryan Ansted
May 14, 2019
Describe your position As Managing Partner, I oversee the firm’s 401(k) management, wealth management, and financial planning operations, while also […]