Last month, I had the pleasure of talking with PLANADVISER Magazine on the 5th Anniversary of Sheridan Road being named the country’s leading Multi-Office Retirement Advisory firm to discuss the impacts of COVID-19 on financial wellness and how things have changed since we became the Retirement Plan Adviser of the Year. Hats off to both Rita Fiumara and Rick Wedge for being part of the article as well! Click the link below to read more.


Three Who Lead the Way