Designations: AIF®, CPFA

Mr. Wright has over 22 years of experience in the retirement plan space and brings a heightened level of outside investment insight and qualified plan consulting expertise to every partnership.  Mr. Wright is responsible for managing numerous sales relationships, with focuses on self-funded employee benefit programs, commercial insurance and retirement planning for corporations and non-profits.  Bryan’s professional career has included working in Asia, Europe and Africa.

Specialized Education:

• Securities Registrations: Series 6, 63, and 65
• Certified Plan Fiduciary Advisor (CPFA)
• Accredited Investment Fiduciary (AIF®)
• Life/Health/Property/Casualty Insurance Licenses
• University of Colorado – Boulder(B.A. – International Economics)

Mr. Wright’s interests include spending time with his wife and 3 boys, playing tennis, and travelling.

Designations: CPFA, AIF

Since graduating from The University of San Diego in 2005 with a Bachelor’s degree in Business Administration, Mr. Strother has spent almost his entire career focusing on partnering with companies to provide strategic solutions, including fiduciary guidance, investment due diligence, retirement plan design consulting, IRS/DOL/ERISA compliance and participant education. Mr. Strother is responsible for managing numerous client relationships, which includes 401(k), 403(b), ERISA 403(b), 457(b), 457(f), 457 Governmental, Defined Benefit, ESOP and Non-Qualified retirement plans.  Mr. Strother has twice earned the National Association of Plan Advisors (NAPA) award for 2017 & 2019 Top Retirement Plan Advisor Under 40.¹

Specialized Education:

• Bachelor of Business Administration, University of San Diego
• Certified Plan Fiduciary Advisor (CPFA)
• Accredited Investment Fiduciary (AIF)
• Securities Registrations: Series 6, 7, 63 and 65
• Life Insurance License
• Health, Property & Casualty Insurance

Mr. Strother’s interests include: travel, attending sporting events, golf, softball and being with family.

¹Through nomination, quantitative and qualitative data responses, and voting.

A Colorado native wannabe (military brat) and Denver enthusiast, Sarah Fullerton has over 7 years of experience in the retirement plan industry. As a 401(k) account executive, she is passionate about servicing retirement plans and helping clients navigate the everchanging economic and market landscape. Additionally, Sarah provides strategic education plans to help maximize participation and empower plan participants. In her free time Sarah enjoys rock climbing and practicing yoga.

Specialized Education:

• Bachelor of Science in Business Administration
• Securities Registrations: Series 7, 63, 66
• Life & Health Insurance License