You’re more than a number.

As a client, you’ll be assigned a primary point of contact who will have full access to experienced professionals equipped to advise you on everything from investments to compliance. We have devoted our careers to our clients, bringing top-notch credentials to work every day. Now and then, we dream of our own “second act.”

Click here to meet YOUR team.

Who We Are

  • Ed Proulx, AIFA®, APR, QPFC, QKA

    VP, Director of Client Services

    Ed Proulx, AIFA®, APR, QPFC, QKA

    VP, Director of Client Services

    Areas of Expertise: Business Development, Consulting, Client Relationship Management, Investment Advice and Analytics

    “When I retire, I plan to see where the world takes us and what we can do to help when we get there. I’m hoping they’ll have baseball there.”

  • Kelly Gardner, CPA, CPC, QPA, QKA

    SVP, Director of Retirement Plans

    Kelly Gardner, CPA, CPC, QPA, QKA

    SVP, Director of Retirement Plans

    Areas of Expertise: Retirement Plan Consulting, Strategic Planning and Implementation, Technology Innovations

    “When I retire, I plan to spend time with my family, be healthy and happy, live simply, read and write.”

  • Jon Ahrens, AIF®, QPFC

    VP, Retirement Plans Advisor

    Jon Ahrens, AIF®, QPFC

    VP, Retirement Plans Advisor

    Areas of Expertise: Client Relationship Management, Investment Advice and Analytics 

    “When I retire, I plan to be an official baseball scorekeeper, play trombone for a community band, travel, raise Boykin Spaniels and cheer the Gamecocks.”

  • Fred Dutcher, AIF®

    VP, Retirement Plans Advisor

    Fred Dutcher, AIF®

    VP, Retirement Plans Advisor

    Areas of Expertise: Business Development, Client Relationship Management, Investment Consulting

    “When I retire, I plan to fish and attend concerts.”

  • Melany Shuler, CPC, QPA, QKA

    Retirement Plans Consultant

    Melany Shuler, CPC, QPA, QKA

    Retirement Plans Consultant

    Areas of Expertise: Client Relationship Management, Advance Plan Administration Consulting

    “When I retire, I plan to travel, travel, travel and do volunteer work.”

  • Sandi Plowden, QKA

    Retirement Plans Consultant

    Sandi Plowden, QKA

    Retirement Plans Consultant

    Areas of Expertise: Client Relationship Management, Advance Plan Administration Consulting

    “When I retire, I plan to volunteer at the Charleston Museum, travel, make jewelry and possibly return to school.”

  • Kelly Gillis

    Retirement Plans Specialist

    Kelly Gillis

    Retirement Plans Specialist

    Areas of Expertise: QDRO processing, Plan Documents Drafting and Management

    “When I retire, I plan to buy an RV and roam around the U.S.”

  • Marsha Evans, QPA, QKA, APR, ERPA

    Administration and Client Accounts Manager

    Marsha Evans, QPA, QKA, APR, ERPA

    Administration and Client Accounts Manager

    Areas of Expertise: Accounting, Government Reporting, Advance Plan Administration Consulting

    “When I retire, I plan to volunteer for children, veterans and animal shelters, travel and just enjoy life.”

  • Keshawn Richardson

    Retirement Plans Specialist

    Keshawn Richardson

    Retirement Plans Specialist

    Areas of Expertise: Recordkeeping, Administration, Data Management, Government Forms Reporting

    “When I retire, I would like to continue living the same quality of life that I’ve lived. I would like to volunteer in several areas, travel, and give back to the community.”