SANTA BARBARA, C.A., May 14, 2019 – Pensionmark expands their presence in Denver, CO and welcomes Kristen Deevy to the network.
Deevy, whose practice is focused solely on retirement plans, manages client relationships with an emphasis on fiduciary oversight, risk management, and client outcomes. Her priority is to help employers align their retirement plan objectives with their strategic business goals and equip them with the appropriate tools to do so.
“Besides the depth of the financial wellness tool suite, I am extremely impressed by Pensionmark’s technology solutions they’ve built,” stated Deevy, who partially attributed joining Pensionmark for their unique use of a CRM, proprietary tools, and automated custom reporting. “As the role of technology grows in the financial services industry, it is imperative for financial advisors to learn how to integrate fintech rather than combat it. Pensionmark has figured out how to do just that.”
After spending 14 years at Great West and ING as the Vice President of Retirement Plan Sales, Deevy went back to retirement plan consulting in 2010. Most recently she was a retirement plan consultant at Kestra Financial. Deevy has been named by a Top Women Advisor by NAPA and a Top 401 Advisor by FinancialTimes. She has traveled multiple times to Capitol Hill to advise Congressional leaders about the future of the retirement savings as part of the NAPA Fly-In.
“We are thrilled Kristen is joining the Pensionmark team,” stated President of Pensionmark, Mike Woods who worked with Deevy at ING. “Pensionmark will give her the opportunity to grow her business as part of a large national network of advisors, a group largely focused on retirement plans.”
About Pensionmark Financial Group, LLC
The Pensionmark Financial Group network represents over 250 advisors and staff across 50 locations across the country with approximately 2,000 retirement plan clients. The Pensionmark network of retirement specialists includes defined contribution, defined benefit and terminal funding, not-for-profit, wealth management, and executive/deferred compensation specialists.
About the Pensionmark Advisor Support Program
Pensionmark’s Advisor Support Program provides its affiliates a full-service suite of deliverables and the groundwork needed to position their practices for long-term growth without losing the spirit of independence. In addition to benefiting from the size, strength, and relationships of a national consulting firm, customizable solutions allow the affiliate to select the support level that best suits their business model and client base. Pensionmark’s centralized service design provides time-tested reliability in investment analytics and due diligence monitoring, plan sponsor and participant employee education systems, lead generation and proposal assistance, and compliance support.
Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).