Team
MRP acts as an extension of your team and focuses on your unique needs and goals.
"There is joy in work. There is no happiness except in the realization that we have accomplished something."
Kirk Welch, CFP®, ChFC®, CRPS®, CRPC®
Principal, Chief Sales & Marketing Officer
My goal in every client interaction is to help them visualize their financial goals and take actionable steps to achieve those goals...
What I do really well: What I tell my clients is, the fastest way to get from point A to point B is a straight line. Without proper guidance people may take longer to get to their financial goals. The most important aspect of financial...
What I do really well: Helping people solve problems and fulfill their financial goals. Along the road to retirement, there are obstacles, setbacks, and navigating concerns that create uncertainty. My objective is to create a detailed...
What I do really well: Plan compliance. My goal is to help provide our clients with administrative compliance assistance regarding the many regulations that govern qualified retirement plans. Why I get up in the morning: To help plan...
What I do really well: I have always been able to take what life gives me with a smile on my face. I have had success teaching groups of people and generating meaningful discussions on important topics. I am not satisfied with mediocre...
What I do really well: I would have to say being positive and optimistic. There is always a “silver lining” and a chance to learn and grow in every situation. Why I get up in the morning: Life is a journey and I am excited...
What I do really well: My background is in ERISA qualified plan compliance. I am efficient in providing information and assistance in relation to the various IRS requirements for retirement plans. Why I get up in the morning: I believe...
What I do really well: I have been providing group education to plan participants and advisors, as well as one-on-one sessions for over 13 years. I have over 28 years of experience in the financial services industry. My areas of...
What I do really well: I have always been a team player. When there is a task at hand I can set aside my own needs for the needs of the team. I am a true believer of the phrase “There is no “I” in team.” Every...
What I do really well: I love creating and maintaining relationships with people. I have a passion for helping people achieve their goals and I believe the way to do that is by taking a genuine interest in their success. I am a very...