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.
Midwest Team
Kate Shaver
Senior Relationship Manager, Operations
Lisa Schebler
Retirement Plan Consultant
Eric Obergfell
Plan Consultant
Jim Norland
Financial Advisor, Midwest
Nick Lohman
Analyst Assistant
Jack Lohman
Retirement Plan Advisor, Midwest
Lance Clauson
Plan Consultant
Todd Lohman
Managing Director, Midwest
Mid-Atlantic Team
Jodi Favire
Relationship Manager
Mike Pierce
Managing Director, Maryland