Leadership

Chad Carroll – Owner

  • 10 years in the industry

Matt Reimer – Owner

  • 15 years in the industry

Debbie Balck, QKA – Chief Operating Officer

  • Qualified 401K Administrator from ASPPA
  • 19 years in the industry
  • Specializes on mentoring/training/internal procedures
  • Likes camping/outdoors with husband and family dog

Sue Fowle – Chief Financial Officer

  • 15 years in the industry
  • Enjoys volunteering with local gardening group

Sales

Kelly O’Keef, QKA – Internal Sales Consultant

  • Qualified 401K Administrator from ASPPA
  • 6 years in the 401k industry
  • Concentrates in plan document design & new/takeover plan
  • Adores time with husband and new baby

Susie Stanchik – New Business Coordinator

  • 15 years in the 401k industry
  • Focuses in smooth transitions for new clients
  • Relishes traveling with family and friends

Dedicated Account Managers

Bob Schuessler, QKA, QPA – Senior Account Manager

  • Qualified 401K Administrator from ASPPA
  • 30 years in the industry
  • Enhances current plan designs and savings options
  • Devotes time outdoor activities and adventures

Mark Lamberty – Senior Account Manager

  • Currently working towards QKA designation
  • 22 years of industry experience
  • Assisting Plan Sponsors with the Plan provisions & IRS/DOL regs
  • Fishing, fishing lure manufacturing, scroll saw woodworking, playing tennis

Kim Laughrin – Senior Account Manager

  • Certified Retirement Services Professional (CRSP)
  • 19 years in the industry
  • Providing prompt attention to client requests, reconciling plan data, helping clients solve problems
  • Traveling with family and watching children enjoy their extra-curricular activities

Sara Wynboom, QKA – Senior Account Manager

  • Qualified 401K Administrator from ASPPA
  • 17 years in financial and 401k industry
  • Supports clients by mentoring
  • Delights in trying new recipes

Pat Caron, QKA – Senior Account Manager

  • Qualified 401K Administrator from ASPPA
  • 15 years in the industry
  • Explains advanced plan allocations/designs in everyday terms
  • Maintains a great sense of humor and love for her cats

Marcia Fraley, QKA – Senior Account Manager

  • Qualified 401K Administrator from ASPPA
  • 25 years in the industry
  • Strives to keep plans in compliance by being detail oriented
  • Enjoys bowling and volunteering for a non-profit organization by working at concession stands at UW sporting events

Linda Lohr – Account Manager

  • Currently working towards QKA designation
  • 20 years in the industry
  • Reviews allocations/test results for better plan design
  • Loves camping/outdoors with husband, 3 sons, and dog

Chris Leitner – Account Manager

  • Currently working towards QKA designation
  • 14 years in financial and 401k industry
  • Emphases on excellent customer service skills
  • Enjoys volunteering at local animal shelter and traveling

Supporting Coordinators

Sue Gregesich – Transaction Coordinator

  • 15 years in the 401k industry
  • Specializing in withdrawals and loans
  • Likes knitting and flower gardening

Eva Hansen – Account Coordinator

  • Currently working towards QKA designation
  • 4 years in the industry
  • Strives to supply great customer service, problem resolution
  • Interior design, sewing, gardening, & spending time with husband & dog

Nicole Williams – Account Coordinator

  • Currently working towards QKA designation
  • 1 year in the industry
  • Works hard to expand her 401(k) knowledge base
  • Enjoys spending time with children and family