Retirement Plan Team

John Kip O'Kelley

Partner & Retirement Plan Specialist

Contact Me

Mobile 425-418-9990


Email

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Kyle Trautmann

Director of Business Development

Office 206-777-3537


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Rolf Trautmann   FSA

Director of Business Development

Mobile 425-218-0358


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Drew Guiney   MBA

Retirement Plan Specialist

Mobile 402-679-0551


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Ericka J Skeldon

Retirement Plan Specialist

Office 719-238-4117


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Marla K Freeman

Administrative Assistant

Office 971-400-0021


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