Brian Halbert

Brian provides specialized retirement plan support, guidance, and fiduciary services to business owners and professionals. As the plan sponsor environment becomes increasingly more complex, Brian advises plan sponsors in the development and management of retirement plan vision and goals in an effort to help participants reach their desired outcome.

With over 15 years of plan sponsor experience, Brian has helped plans from startup to the Fortune 100. His focus for plan sponsors is to help mitigate overall risk, align plan goals alongside fiduciary obligations, educate plan sponsors and participants, and ultimately provide a proactive, custom experience. Unquestionably, Brian’s goal is to provide access to experienced advice and knowledge to prepare, and eventually succeed, for a dignified retirement.