Thorough Structure and Impressive Follow-Through
“CGF is very process oriented with a solid structure to follow. Their project management of the transition and plan dollars was really exceptional and impressive. It gave me the confidence that it was all going to go well.”
CGF Corporate Retirement Client
(unpaid testimonial, 12/15/20)
Your Plan Servicing Team
Highly Credentialed to Advance Your Plan
Dave Nelson
- Qualified 401(k) Administrator (QKA) – certifying he is well-versed in Corporate Retirement compliance
- Accredited Investment Fiduciary (AIF®) – conveying he understands and can implement effective investment processes
- Chartered Retirement Plans Specialist (CRPS) – validating his experience and thoroughness when advising plan participants
Stacey Anderson, QPFC
- Qualified Plan Financial Consultant (QPFC) – certifying her experience and proficiency in advising and supporting qualified retirement plans
- A Series 7 Licensed Advisor – bringing unparallelled efficiency to the team, focusing on best practices, plan sponsor advice, and participant education
- 8 Years of experience – previously with LPL Financial and Wells Fargo Retirement
Matt Groome
- Qualified Plan Financial Consultant (QPFC) – certifying his experience and proficiency in advising and supporting qualified retirement plans
- Certified Financial Planner™ (CFP), demonstrating an in-depth knowledge of financial planning
- Certified Public Accountant (CPA), certifying his ethical standards and background in public accounting
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*Unless otherwise noted, Valmark Securities, Inc. is not affiliated with any other company referenced in this document.
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