The Value Alliance Brings:  A Retirement Plan Advisor’s Perspective

The Value Alliance Brings: A Retirement Plan Advisor’s Perspective

Patrick J. Smarjesse, CEBSVice President, David Vaughan InvestmentsOffices in Peoria, IL and Winter Park, FLAt-a-Glance: Relationship Manager for 130 advisory clients More than 20 401(k), profit sharing and cash balance retirement plans partnered with Alliance Over 30 years industry experiencePat Smarjesse, CEBS, is a Financial Advisor and Managing Director of DVI Consulting Group, a division of David Vaughan Investments that assists sponsors of retirement plans with investment and fiduciary man...
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