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SRP Logo: Return to the Homepage
  • Request a Meeting
  • What We Do
    • Retirement Plan Consulting
    • 401(k) / 403(b) Plans
    • Defined Benefit Plans
    • Cash Balance
    • ESOP
    • Workplace Financial Wellness
    • Wealth Management
    • Executive Benefits
    • Institutional Investment Management
    • Endowments & Foundations
    • Corporate Cash Management
    • Outsourced 3(38) Investment Management
  • Who We Are
    • Our Story
    • In the News
    • Blogs
    • Our Team
  • Our Approach
    • A Good Process
    • Solid Fiduciary Foundation
    • Thoughtful Plan Design
    • Fiduciary Training
    • Benchmarking
  • Client Resources
    • Plan Sponsor Resources
    • Upcoming Webinars
    • Individual Investors &
      Employee Resources
  • For Advisors

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Molly Gillis

Molly Gillis

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Sherry Giannone

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Christina Gelardi

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Chris Gehrts

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Kaitlyn Foust

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Karen Forbes

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Jodi Faivre

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Taylor Fairman

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Ashley Fairchild

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Mario Echevarria

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Billy Ebersold

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Jennifer Dumas

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Clay Downey

Gus Dodge

Gus Dodge

Beth Dettbarn

Beth Dettbarn

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Amy Denikas

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Noelle Daniels

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Lizzy Cullen

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Kristen Corne

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Lance Clauson

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Cheryl Castillo

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Rachel Bielefeld

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Marc Beausoleil

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Jenna Barcley

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Karsha Banerjee

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Michael Ashby

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Mikayla Armatoski

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James L. Worrell

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Todd White

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Matt Watson

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Christina Tunison

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David de Tagyos

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Jeanne Sutton

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Sara Strasser

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Ann-Marie Sepuka

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Phil Senderowitz

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Jonathon Schultheiss

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Rick Roush

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Jim Robison

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Mike Pierce

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Brad Morgan

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Shannon Maloney

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Edward M. Lynch, Jr.

Edward M. Lynch, Jr.

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Todd Lohman

Scott Lippa

Scott Lippa

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Regina Lewis

Stacy League

Stacy League

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Strategic Retirement Partners (SRP) is a national team of more than 130 professionals dedicated to helping you and your employees get the most out of your retirement plan experience.

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Strategic Retirement Partners has attained Investment Advisor Certification from the Centre for Fiduciary Excellence (CEFEX) for Investment advisory and investment manager services.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through WELLth Advisory Services, LLC, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor. WELLth Advisory Services, LLC and Strategic Retirement Partners (SRP) are separate entities from LPL Financial.

WELLth Advisory Services, LLC employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WELLth Advisory Services, LLC; or (2) solely investment adviser representatives of WELLth Advisory Services, LLC. Although all personnel operate their businesses under the name Strategic Retirement Partners (SRP), they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.

CEFEX Investment Advisor, certified since 12/21/2018. Verified on 02/08/2024.
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