Month: November 2020

Tarheel Advisor Joins National Retirement Plan Focused Firm, SRP

A highly sought after North Carolina retirement focused advisor, Jonathon Schultheiss, and his team have joined Strategic Retirement Partners (SRP), a leading national aggregator of top advisory talent. Jonathon has established himself as a passionate advocate for saving for retirement is also well known for authoring two books, national speaking engagements, and for his captivating TV interviews.

When asked why he and his team made the move to SRP, Jonathon said, “Gate City was a great place to be for 10 plus years, but as I continue to focus on retirement plans and their unique needs, partnering with a firm like SRP just makes sense. SRP can offer my team and my clients a purpose-built back office, technology solutions, and processes deeply entrenched in serving retirement plan sponsors and participants.”

This 2020 partnership expands SRP’s footprint into the key market in the southeast and brings their offices to 21 nationwide with over 800 retirement plans and $12.7 billion in assets under management.

“Jonathon has such passion for this industry and drive to help people achieve their desired retirement outcomes. This, along with his depth and breadth of expertise, make him an excellent fit for SRP,” shared SRP’s Managing Partner Jeff Cullen.