"Katrina has worked with me at
Although he is relinquishing the title of President and oversight of day-to-day operations, Hall will still be actively involved in strategic direction of the retirement plan consulting business as well as the firm's wealth management business.
For more than 20 years
Along with Bell's promotion
"The success of this firm has come from our constant focus on what's best for our clients and as importantly, for our team," explains Hall. "With that in mind, I felt it was important to turn over the leadership to trusted team members, like Katrina and Mike, who will have another 10, 20, or more years in the industry and be able to provide the continuity our clients expect and deserve."
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