Retirement plans have become increasingly complex. A host of providers and investment options can make it difficult to choose, and the complex legislative environment surrounding retirement plans is confusing. Our team approach will help put your mind at ease and take some of the busywork off your hands.
AIF ®, CFP®, CPFA® | FINANCIAL ADVISOR
Since 2012 at Rose Street, Scott has been responsible for helping the firm’s individual wealth management clients with income strategies for retirement and consulting with employers with their employee retirement plans. In free time, he enjoys golf, biking, skiing, cooking, and traveling. Fun fact, Scott has a hobby of filling growlers with coins!
AIF® | FINANCIAL ADVISOR
Jeremy is passionate about partnering with individuals and families to identify what is important in their lives and creating a comprehensive financial strategy to help them reach their life goals. This holistic approach allows Jeremy and the wealth management team to ensure the specific needs of the client are front and center as they make investment recommendations and collaboratively design custom-tailored financial plans.
Jeremy has a professional track record starting, leading, and managing for-profit and non-profit organizations. He is a graduate of Taylor University and has completed business programs at both Hong Kong Baptist University & Harvard Business School. Jeremy is also formally trained and certified in behavioral assessment, conflict management and life coaching. Jeremy, his wife Kim and their 4 kids reside in Kalamazoo. They love spending time exploring the outdoors, fixing up their farmhouse, and living life with friends and extended family. Fun fact: Jeremy has been playing drums since he was 13 years old and made callbacks for the Blue Man Group.
Our philosophy aligns with the four principals of Accredited Investment Fiduciary (AIF®), organize, formalize, implement, and monitor. These prudent practices are at the heart of the service we provide employer sponsored plans and their participants.
Plan Design & Fee Analysis
Investment Due Diligence
Vendor Search & Selection Support
In today’s environment, with increasing participant litigation, as well as increasing audits conducted by the Department of Labor, the value of an experienced partner willing to share in the responsibility and liability is more important than ever.
As a 3(21) co-fiduciary, Rose Street Advisors partners with you to implement a customized retirement plan to fulfill your fiduciary duties and help maximize your benefit dollars. As a 3(38) Investment Fiduciary, the plan’s investment management is outsourced to us which helps mitigate your fiduciary risk and time involved with investment decisions.
We believe all participants should be able to retire on your own terms with the clarity and confidence to live the retirement they have visualized.
Our sole focus is to assist them in making that happen.
Virtual & Onsite Presentations
Investment Committee Education
Creation of a retirement plan as a strategy to recruit, retain and reward employees
Lack of employee/employer education
Formulation of new initiatives or benefit strategies to support your employees