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

CONTACT US

Monday - Friday   

8:30am to 5:00pm

© 2020 by Sanford Advisory