Andy has ten years of experience working in the financial services industry and has worked in both the relationship management as well as the participant education side of retirement plans. He has obtained his Chartered Retirement Plan Specialist designation and his ASPPA QKA designation. Andy’s goal is to become a trusted resource for Financial Advisors and to make complex pension concepts simple to understand.
If you are a Financial Advisor looking to increase assets under management, provide more value to your existing client base, or are ready to request a free illustration, give Andy a call or shoot him an email.
Regional Vice President – Retirement Sales for Central Ohio and Northern West Virginia
Simeon’s retirement plan experience began over a decade ago as a Wholesaler for Nationwide Financial. His experience as a Wholesaler has set him up for his current success as the primary retirement plan resource for all central Ohio and northern West Virginia.
Simeon’s current role is partnering with Financial Advisors to help them prospect, win, and enhance their retirement plan business. In Simeon’s free time he enjoys being outdoors and active with his three children. On the weekends you can catch Simeon coaching his daughter’s basketball team, hiking, kayaking, playing music, and volunteering at his church.
Regional Vice President – Retirement Sales for Central Ohio and Kentucky.
Zak works with our key advisor relationships throughout the region to provide day-to-day support on Cash Balance plans and retirement plan opportunities. His previous experiences include working at other TPA firms, recordkeeping companies, and is familiar with the advisor side of the retirement plan industry.
After joining Trinity, he was introduced to Cash Balance plans and has never looked back. Zak’s goal is to use his technical background and apply his knowledge to create an efficient retirement plan that meets his clients’ goals.
Regional Vice President – Retirement Sales for Tennessee
Beth’s main objective is to make Trinity a recognized and sought after TPA in the Tennessee area. She plans to do this by partnering with Financial Advisors to help them increase assets under management. Beth has over 25 years of retirement sales experience with different recordkeepers. She brings a wealth of knowledge when it comes to retirement plans. Beth continues to develop her expertise and is currently pursuing her ASPPA designations.
Beth’s extensive background in retirement plan sales and her drive to succeed will no doubt lead her to accomplishing her goals. We are excited to expand our geographical footprint and are eager to watch Beth succeed as your Tennessee Regional Vice President - Retirement Sales.
Regional Vice President – Retirement Sales for Missouri and Kansas
Ross is a lifelong resident of the Kansas City area where he attended the University of Missouri and has over 20 years experience in the financial services industry.
Over the years Ross has continued his education and has proven his commitment to the retirement plan industry by obtaining his ASPPA QKA designation. His experience and knowledge makes him a thought leader within the retirement plan space.
Ross’ objective at Trinity is simple: to help Financial Advisors and Plan Sponsors create the best retirement plan for their specific needs. His day to day consists of consulting with Financial Advisors on retirement plan opportunities throughout the Kansas City area.
Regional Vice President – Retirement Sales for Akron and West Cleveland
Laurel is originally from West Akron where she attended the University of Akron. She received her degree in Corporate Finance and a minor in Economics. She spent the first 10 years of her career working in banking and joined Trinity in 2013. Over the years Laurel has honed her skills in plan administration, ERISA regulatory and technical information, as well as advanced plan design working for Trinity as a Compliance Analyst, Relationship Manager and now a Regional Vice President.
She is accredited as a Certified Pension Consultant from the American Society of Pension Professionals and Actuaries (ASPAA) as well as a Certified Pension Consultant, Qualified Pension and 401(k) Administrator. Laurel is here locally to answer any questions you may have regarding qualified retirement plans, cash balance plans, and plan design.