Adam Jefferis joins Retirement Planology, Inc. as the VP of Planology

We have great news! Adam Jefferis has joined Retirement Planology, Inc. as the VP of Planology. Adam was most recently at Edelman Financial, where he was the retirement plan divisional manager. He has been in the industry since 2005 and was a corporate pilot for 5 years prior to that. (He never crashed a plane— we checked). Adam grew up in Western PA, so don't hold his affinity for the Steelers or his Pittsburghese accent against him. We are happy to have Adam as a part of our team.

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Courtenay Shipley CRPS®, AIF® joins the Retirement Advisor Council

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Retirement Planology CEO Courtenay Shipley Named One Of NAPA’s 2019 Top Retirement Plan Advisors Under 40, A.K.A. “Young Guns”