Looking For a
Financial Partner?

Connect with one of our Retirement Design Lab instructors to start your financial journey.

Retirement Design Lab
Instructors

Retirement Design Lab instructors are independent financial professionals who serve a diverse client base; many of them serve clients in multiple states throughout the country.

Sam Williams

Financial Advisor
Grand Rapids, MI
https://www.premier-financial.com/

Bill Romeo

Certified Financial Planner™
Matthews, NC
https://www.retirewitheverest.com/

Sara Wolf

Financial Advisor
St. Joseph, MI
https://www.wolfadvisoryservices.com/

Ben Harvey

Senior Financial Planner
West Chester, OH
https://www.pathwayplanners.com/

Matt Effinger

Financial Advisor
Fishers, IN
https://www.hentrupfinancial.com

Wayne Hentrup

Retirement Planner Wealth Manager
Evansville, IN
https://www.hentrupfinancial.com

Tyler Bannister‎

Wealth Advisor
Columbia/Lee's Summit, MO
https://www.srgfinancialadvisors.com/

Jim Yent, ChFC, CFA

Wealth Advisor
Raleigh, NC
https://www.goldenyearsadvisors.com/

Teresa Yent, ChFC, CLTC

Wealth Advisor
Raleigh, NC
https://www.goldenyearsadvisors.com/

Nick Wages

Wealth Advisor
Lee's Summit, MO
https://www.srgfinancialadvisors.com/

Shannon LaRosse

Wealth Advisor
Allentown, PA
https://www.informedfamily.com/

Steve Jablonski

Wealth Advisor
Norristown, PA
https://www.informedfamily.com/

Willie Schuette, RICP®

Wealth Advisor
Avon Lake, OH & Largo, FL
https://www.the611group.com/

Steve Bowlds, RICP®

Wealth Advisor
Sand Springs, OK
https://www.yourrba.com/

Kevin Campbell

Wealth Advisor
Poulsbo, WA
https://www.peaksfinancial.com/

David Greene

Wealth Advisor
Las Vegas, NV
https://www.beaconfinancialgrp.com/

Kathy Colby

Wealth Advisor
Lansing, MI
https://www.retirementlady.com/