tapo

SRP’s Shannon Maloney Likes to Make Tough Guys Cry—Here’s Why
Shannon Maloney is a Desert Storm veteran, Managing Director with Strategic Retirement Partners (SRP), and a monthly finalist for the 2022 Top Advisor by Participant Outcomes.

Shannon joined us to talk about ESOPs and defined benefit plans, which are two areas of her expertise. She also discussed what her military background taught her about the 401(k) business and her joy in making tough guys cry.

intellicent’s Grant Arends Adds Another ‘F-Word’ to Fees, Funds, and Fiduciary

It’s always fun speaking with the Arends brothers about their very successful financial firm intellicents. Grant Arends, the company’s Co-Founder and President of Retirement Services, also happens to be our Top Advisor by Participant Outcomes (TAPO) for the month of July, an honor long overdue. 

He joins us to discuss his laser-like focus on worksite financial planning, how the firm defines retirement plan success and, of course, a particular client case of which he’s most proud.

Nicole Corning is a published author, podcaster, blogger, former political strategist, and managing partner with Buckman & Corning Financial Strategies Group.

If that isn't enough, she also happens to be our Top Advisor By Participant Outcomes (TAPO) for the month of April. Among other topics, she joins us to discuss a particular retirement plan case that, while successful, was extremely educational and in her words, humbling. She also describes her efforts with diversity and inclusion, particularly with professional women. 

Here’s a little Monday morning and Monday afternoon inspiration, Chris Roper has a lofty goal of helping one million people over the course of his career, and so far, he’s on track to do so.

It’s one of the reasons Roper, with Kansas-based Qualified Plan Advisors, is one of our Top Advisors by Participant Outcomes. He tells us about how, specifically, he’ll reach his goal, a retirement plan case of which he’s particularly proud, and what the firm does better than anyone else.

It’s difficult to find a better ambassador for the retirement plan space than Jania Stout, founder of Fiduciary Plan Advisors, a OneDigital company. Her enthusiasm and engagement are infectious and while retirement saving is her focus, she’s helping her client with so much more. She was on the road for a summer vacation but nonetheless made time for us, and we started with student loan debt, one of her current priorities.