Patrick McKay, CFP®
Managing Director, Institutional Services
New Orleans, LA
Patrick serves as lead plan advisor to support employee & committee education and provide operational improvements to employer retirement plans.
Thomas Greuling, MBA
Senior Vice President, Institutional Services
Grapevine, TX
Thomas serves as a key relationship manager and advisor, leveraging decades of experience to deliver expert operational and cost-saving solutions for employer retirement plans.
Will Calhoun
Associate Analyst, Institutional Services
New Orleans, LA
Will’s roles include selecting and monitoring plan investments, performing plan cost studies, and providing fiduciary coverage.
We’d love to hear from you.
