Elizabeth S. Johnides, AIF ® is an experienced Retirement Plan Consultant with a demonstrated history of working with companies to create, implement, and monitor their retirement plans. She helps Plan Sponsors and Participants achieve successful outcomes.
Skilled in offering Retirement Plan Solutions, Retirement Planning, and Education of Employers and Participants. Elizabeth holds the Series 7, 66, and 24 licenses. She also holds a life and health insurance license. Elizabeth has earned the AIF ®, Accredited Investment Fiduciary from Fi360. She also maintains the QPFC, Qualified Plan Financial Consultant from NAPA.
Elizabeth is passionate about her community and serves with several Non-Profits. She enjoys traveling with Brian, her significant other.
My goal when working with Plan Sponsors is to simplify the plan management and control plan expenses. I strive to make complex retirement plans simple for employers by helping them navigate the myriad of regulatory and oversight requirements. I also assist the plan participants in reaching their retirement goals. I am experienced in all areas of 401(k) plan consulting; including investment selection and performance monitoring, fiduciary best practices, fee reviews and vendor negotiations. My background includes a detailed understanding of plan administration, plan design and customized methods and programs to help educate your employees.
Chuck is a Chartered Mutual Fund Counselor and holds his Series 7, 63 and 65 Licenses as well as licenses for life and health insurance.
A career advocate and patent holder in the retirement industry, Chris focuses on dynamic, plan level and employee communications in order to produce a culture of awareness, appreciation and preparedness.
“Our most successful clients have well cared for retirement programs. It is simple really, success starts from within and at the top. Attracting talent is only a start, what endures is a desire for succession, a path to the future and a way up.”
Chris holds series 7, 63 and 65 licenses (1995). Chris also maintains a Life and Health license (1995). Chris earned his BBA from Roanoke College in 1987 and his preparatory school diploma at Kingswood-Oxford School in 1983