CPI Appoints Senior Manager for Internal Sales Department

 

CPI Qualified Plan Consultants Inc. named Peter Wesner as the senior manager for the internal sales department.

 

 

Wesner has been with CPI’s sales and marketing department since 2004, starting with the internal sales team before serving as the retirement plan consultant in CPI’s Kansas City, Missouri, office.

He holds a bachelor’s degree in business administration from Sterling College.

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CPI President Jon Prescott commented, “Pete has done an outstanding job working with CPI’s strategic broker/dealer and wirehouse relationships—relationships he will continue to manage. His understanding of the broker/dealer environment and experience working with financial advisers give him a real advantage and unique perspective with the internal sales team.”

 

Pensionmark Adds Location in San Luis Obispo

 

Melinda Thomas joined Pensionmark Retirement Group at the firm’s new office in San Luis Obispo, California.  

 

 

Thomas, formerly co-founder and partner of FIT Financial LLC, will be managing director of the office. She has more than 30 years of financial services experience as owner and operator of several businesses.

The San Luis Obispo office is the fifth location Pensionmark added this year.

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