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DWC

4 Followers

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Firm Partners

Keith H. Clark
Keith H. Clark
Managing Partner
Doug W. Hoefer
Doug W. Hoefer
Partner, Investment Advisor Solutions
Adam C. Pozek
Adam C. Pozek
Partner, CFO & In-House Councel
Lori Reay
Lori Reay
Partner/Investment Advisor Solutions
Jennifer Gibbs Swets
Jennifer Gibbs Swets
Partner, Consulting Group
Jamelle Moody
Jamelle Moody
Principal, Co-Director of Operations, Training Committee Co-Chair
Joe Nichols
Joe Nichols
Director of Actuarial Services

DWC Team

Cindy Banta
Cindy Banta
Retirement Plan Consultant
Jacki Betz
Jacki Betz
Director of Business Development
Sariah Cicotte
Sariah Cicotte
Retirement Plan Consultant
Ricky Diaz
Ricky Diaz
Retirement Plan Consultant/Hiring Committee Co-Chair
Amber Dunlap
Amber Dunlap
Team Leader/Plan Distribution Consultant
Viviana Figueroa
Viviana Figueroa
Retirement Plan Consultant
Jaime Gallick
Jaime Gallick
Controller
Britton Hall
Britton Hall
IT Consultant
Hope High
Hope High
Plan Document Consultant
Steven Howard
Steven Howard
Director of Plan Document Services
Ben Jones
Ben Jones
Team Leader/Retirement Plan Consultant
Joe Maestas
Joe Maestas
Retirement Plan Consultant
Haden McDonald
Haden McDonald
Retirement Plan Consultant
Patrick Paul
Patrick Paul
Retirement Plan Constulant
Ellen Pozek
Ellen Pozek
Team Leader/Investment Advisor Solutions
Shae Robinson
Shae Robinson
Retirement Plan Consultant/Hiring Committee Co-Chair
Tianna Schulz
Tianna Schulz
Relationship Manager/Retirement Plan Consultant
Lauren Steele
Lauren Steele
Retirement Plan Consultant
Natalie Thompson
Natalie Thompson
Plan Distribution Consultant
Carmen Vaughn
Carmen Vaughn
Retirement Plan Consultant
Jessica Wickline
Jessica Wickline
Relationship Manager/Retirement Plan Consultant
Tyler Wilson
Tyler Wilson
Retirement Plan Consultant/Training Committee Chair
John Damm
John Damm
Retirement Plan Consultant
Kay - Ann Johnson
Kay - Ann Johnson
Retirement Plan Consultant

Board & Advisors


Unplaced positions

Brandon Clark
Marketing Coordinator
Retirement Plan Consultant
Vacant position
Distributions Team Member
Vacant position
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