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Meet Our Specialists

RETIREMENT PLAN PROFESSIONALS

Our retirement specialists can help you develop and manage a savings program for you and your employees while reducing the administration for your organization. They’ll work with you to increase employee adoption of the program.






Chariss Ambrose

Charissa L. Ambrose, CRSP, CRPP™, AIF®

Tricia Duncan

Tricia A. Duncan, QKA®

Summer C. Jones, CRPP™

































































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Retirement Services

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