Retirement Plan Services:
The Team  

Consultative. Relevant. Comprehensive. Detailed. Experienced. Those are only five of many words that our clients use to describe our retirement plan services team. We advise business owners and their employees as they plan for retirement and a life beyond work. Meet the Rest of the Team

Michael R. McMorris
Michael R. McMorris
Retirement Plan Services Director
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Mike's
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Tami Bowman
Tami Bowman
Retirement Plan Services Consultant
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Tami's
Profile
Laura Egel
Laura Egel
Retirement Plan Services Account Executive
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Laura's
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Timothy H. Hattendorf
Timothy H. Hattendorf
Retirement Plan Services Operations Specialist
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Tim's
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Cheryl A. Simoncelli
Cheryl A. Simoncelli
Retirement Plan Services Advisor
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Cheryl's
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Sandra Vivian
Sandra Vivian
Retirement Plan Services Recordkeeping Associate
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Sandy's
Profile