Our Team
Sanford's Retirement Plan Team provides specialized independent consulting and advisory services to organizations across all business sectors. Having many highly experienced team members helps our clients create custom education and investment policies to meet their fiduciary obligations while providing comprehensive retirement benefit programs. Our unique plan design expertise allows our clients to meet their retirement planning goals using a variety of qualified and non-qualified plans.
Investment Advisor Representatives
Jane Brady-Ertz
CPFA, TGPC
Lori Bumgart, CFP®
Chief Compliance Officer
Nick Bond, CFP®, MBA
Jacqueline Corstange
CRPS®, CPFA
Todd Sanford, CFP®
Partner
Scott Williams, CFP®
Partner
Brent Kerstetter, CFP®, MBA
Partner