Our team works diligently to help you meet your retirement needs. We work together to give you the transparency you deserve, and we do our best to offer you a safer approach to retirement.

Leadership

Planners

Marketing

Client Services

Leadership

Brian James Decker
CEO | CCO
MEET BRIAN
Shelly Kaufman
Controller | Human Resources
MEET SHELLY

Leadership

Planners

Marketing

Client Services

Planners

Ben Koval, CFP®
Seattle & Kirkland Planner
MEET BEN
Bradley Geddes
San Francisco Planner
MEET BRADLEY
Bruce Tynan
Lehi & Salt Lake City Planner
MEET BRUCE
John Switzer
Renton Planner
MEET JOHN

Leadership

Planners

Marketing

Client Services

Marketing

Clayton Bradshaw
Clayton Bradshaw
Marketing Manager
MEET CLAYTON
Jake Decker
Director of Client Experience
MEET JAKE
Jordon Argyle
Videographer
MEET JORDON
Heidi Aure
Compliance
MEET HEIDI
Madison Long
Marketing Assistant
MEET MADISON

Leadership

Planners

Marketing

Client Services

Client Services

Josh Hunsaker
Transfer Manager
MEET JOSH
Arrin Wray
Account Processing Manager
MEET ARRIN
Scott Boyce
Account Processing Manager
MEET SCOTT
Cameron Archibald
Servicing Manager
MEET CAMERON
Kevin Boyer
Servicing Representative
MEET KEVIN
Chris Howard
Servicing Representative
MEET CHRIS

A Safer Retirement™

Take control of your retirement plan