Eric Obergfell, CFP®, CRPS® is responsible for client relationship management, strategic consulting, and delivery of services to our valued clients.
Eric’s career in the retirement plan space began upon graduating from Purdue University with a degree in Financial Planning and Counseling. He spent the first several years of his career at a large retirement plan provide initially focused on employee education then transitioned into a relationship management role. Eric has served clients as an independent retirement plan consultant since 2016.Â
Midwest Team
Larry Vogt
Plan Consultant
Lisa Schebler
Retirement Plan Consultant
Jim Norland
Financial Advisor, Midwest
Nick Lohman
Analyst Assistant
Jack Lohman
Retirement Plan Advisor, Midwest
Jodi Faivre
Senior Relationship Manager
Lance Clauson
Plan Consultant
Eric Obergfell
Managing Director
Todd Lohman
Managing Director, Midwest
Midwest Team
Jodi Faivre
Senior Relationship Manager
Eric Obergfell
Managing Director
Michigan Team
Jill Penman
Manager, Client Services
Amanda Marnocha
Relationship Manager, Operations
Jim Klomparens
Plan Consultant
Eric Obergfell
Managing Director
Shannon Maloney
Managing Director, Michigan; National Practice Leader DB & ESOPs