Strategic Retirement Partners is an independent retirement plan consulting services firm that advises on plans representing the retirement aspirations of tens of thousands of employees.

Finance

Strategic Retirement Partners

The Shorewood office likely focuses on corporate leadership, education programs, and sales support in a team-oriented environment.

Shorewood

The Des Moines office focuses on sales, marketing, and retirement plan consulting to support regional business growth.

Des Moines

The Indianapolis office specializes in retirement planning and client service management for the Great Lakes region.

Indianapolis

Jeff Cullen

Deane Mayerhofer

Lucas Gillis AIF

Francis Gillis Aif®

Craig Dewey

Greg Row

Greg Gavran - Aif®

Matt Watson

Ric Clouse

Stacy League

Mark J. Dorman -Aif

Salvador Diaz III

Phil Senderowitz

Mark Forbes

Doug Bermudez

Brandon Lawrence

Mario Echevarria

Marc Beausoleil

The current leadership team at Strategic Retirement Partners has a wealth of experience in the financial industry. Partners Ryan Blair and Matt Cooper have worked with retirement plans for over 15 years. Mr. Blair began his career as a Registered Representative at Charles Schwab and later Fidelity Investments. He then moved to Austin Financial Partners where he served as Senior Client Services Analyst and Director of Retirement Plan Services. Mr. Cooper's experience includes working as a Retirement Plan Specialist and Partner at PlanWise Financial Group. The team is completed by Associate Partner Eric Tishler, who holds a degree in Economics and Finance from The University of Texas at Dallas.

Leadership Team

This department focuses on managing and enhancing client relationships to ensure operational efficiency and satisfaction.

Client Services

This department is responsible for strategic direction and high-level decision-making within the organization.

Executive Leadership

This department provides expert advice and management services related to retirement plans and strategies.

Retirement Consulting

This department provides expert guidance and strategies to clients on financial planning and investment management.

Financial Advisory

This department focuses on educating participants about WELLth practices and providing advisory support.

��

Strategic Retirement Partners

Org chart

Board & advisors

Teams

Leadership Team

Client Services

Executive Leadership

Retirement Consulting

Financial Advisory

WELLth Education

Offices

��������

Strategic Retirement Partners

Org chart

Board & advisors

Teams

Leadership Team

Client Services

Executive Leadership

Retirement Consulting

Financial Advisory

WELLth Education

Offices

Related companies

��