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.

CompanySalem Roberts