Our world-class team
Credentialed experts aligned on a mission to serve you.
Leadership
The people who run the place.
Colleen Windham
Director of Retirement Plan Services
MBA
CPA
CPC
TGPC
CBS
QPA
QKC
QKA
QKS
Team Members
The people who make it happen every day.
Retirement Plan Consultants, HR Business Partners, and Specialists
dedicating their careers to passionately serving our clients.
Tammy McLaughlin
Implementation Success Manager
Aaron Deatherage
Internal Sales Consultant, Loans and Distributions Specialist
Linda Burnside
Founder of Independent Retirement, Senior Client Success Manager
CPC
Good things come in threes. So do tigers.
Careers
We're hiring people who care about getting it right.
If you're credentialed, thoughtful, and allergic to corporate runaround — we'd like to meet you.
See open roles