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, QKA, QPA,

    VP, Director of Strategic Innovation

    Kelly Gardner, CPA, CPC, QKA, QPA,

    VP, Director of Strategic Innovation

    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 Consultant

    Jon Ahrens, AIF®, QPFC

    VP, Retirement Plans Consultant

    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 Officer

    Fred Dutcher, AIF®

    VP, Retirement Plans Officer

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

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

  • Chris Gilbert, CPC, QPA, QKA, AIF®

    Sr. Retirement Plans Officer

    Chris Gilbert, CPC, QPA, QKA, AIF®

    Sr. Retirement Plans Officer

    Areas of Expertise: Business Development, Client Relationship Management, Investment Consulting, Plan Administration; Leadership Charleston graduate (2014)

    “When I retire, I plan to travel the world, play golf and enjoy life with my wife, son and daughter.”

  • Melany Shuler, CPC, QPA, QKA

    Sr. Retirement Plans Specialist

    Melany Shuler, CPC, QPA, QKA

    Sr. Retirement Plans Specialist

    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 Specialist

    Sandi Plowden, QKA

    Retirement Plans Specialist

    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

    Retirement Plans Operations Manager

    Marsha Evans, QPA, QKA, APR, ERPA

    Retirement Plans Operations 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.”

  • DJ Grace

    Retirement Plans Specialist

    DJ Grace

    Retirement Plans Specialist

    Areas of Expertise: Investment Operations, Report Writing, System Administration

    “When I retire, I plan to travel, fish and enjoy my boat (which will hopefully be much larger).”

  • John Briggs

    Retirement Plans Associate

    John Briggs

    Retirement Plans Associate

    Areas of Expertise: Participant Call Center and communications

    “When I retire, I plan to relax! I want to be able to live without any stress, worries or cares.”

  • Susan Welborn

    Retirement Plans Associate

    Susan Welborn

    Retirement Plans Associate

    Areas of Expertise: Participant Call Center, Data Management, Deposit and Disbursement Management

    “When I retire I want to enjoy the simple things in life, visit many beaches, volunteer in the community and hopefully have grandchildren to enjoy.”

  • Pam Latham

    Retirement Plans Associate

    Pam Latham

    Retirement Plans Associate

    Areas of Expertise: Data Management, Plan Administration Support

    “When I retire, I plan to travel a great deal, do volunteer work and read a great deal.”

  • 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.”