Trinity Pension Consultants
Laurel Leonard, CPC, QPA, QKA, serves as the Executive Regional Vice President of Retirement Sales at Trinity Pension Consultants since November 2013, where responsibilities include collaborating with the Financial Advisor community to deliver effective administration and compliance solutions for employer-sponsored plans, while providing ERISA technical information. Previously, Laurel held the role of Defined Contribution/Benefit Relationship Manager at Trinity, ensuring accurate representation of the company's values to Financial Advisors and Plan Sponsors. Prior to joining Trinity, Laurel worked at Bank of America from October 2003 to October 2013 in various roles, including Home Service Specialist II for mortgage processing and Senior Account Manager in customer assistance collections, demonstrating strong loan processing and portfolio management skills. Laurel holds a Bachelor of Science degree in Financial Services and Corporate Financial Management, with a Minor in Economics from The University of Akron.
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Trinity Pension Consultants
Since our beginnings in 2006, we have been known in the marketplace for making complex retirement plans simple to understand. Owner Anthony Warren started the company after realizing the need for a better client experience. Today, the company has grown from a two-man operation working out of a garage in Akron, Ohio, to an accredited firm with more than 60 employees. Our geographical footprint continues to grow, and today our territories cover all of Ohio, Kentucky, Indiana, Tennessee, Missouri, and parts of Michigan, Pennsylvania and West Virginia. Every day we strive to bring a fresh perspective to you and your clients. We have the experience and expertise to look beyond a basic 401(k) to identify opportunities the Plan Sponsor or Financial Advisor may never have known existed. Our team of Regional Vice Presidents, Relationship Managers, Administrators, and Actuaries can create a customized and unique retirement plan experience for Financial Advisors and Business Owners.