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With advisor teams around the country, we offer a comprehensive solution focused on tailoring retirement plans, wealth management conversations and financial wellness programs to meet the needs of your organization and employees.
Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.
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11.15.2023
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Kate is Vice President of Operations in our Retirement + Wealth division. Her BA in Economics led her to pursue a career in financial services, assisting individuals and families to work towards better financial outcomes.
Jim is a Certified Financial Planner™ (CFP®) and a Senior Vice President in our Retirement + Wealth division. After starting his career in financial services, he recognized how overlooked the importance of developing sound financial habits was to long-term financial independence.
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