Zent will represent CPI with retirement plan sponsors and their financial advisers in upstate New York and western Pennsylvania, as they design and develop qualified and nonqualified retirement plan programs.
“Sean Zent has valuable experience and expertise with retirement plans and investments,” said Bill Feldmaier, national sales director. “We are happy to have him join the CPI team and are confident he will do an excellent job for the area.”
Zent brings to CPI almost 15 years of expertise in the retirement and financial services industries. Most recently, he was a principal in the Touchstone Retirement Group LLC, where he developed and managed retirement plan business through independent registered investment advisers (RIAs), registered representatives, third-party administrators and broker/dealers. Zent holds a bachelor’s degree in economics from Plattsburgh State University.
“Sean Zent and the new Buffalo office allow us to enhance our focus in this important area of the northeastern United States,” said Jon Prescott, president of CPI. “We are excited to be able to find the right person to open this first in a series of new consulting offices slated to be up and running by the end of 2013.”
CPI Qualified Plan Consultants, in Great Bend, Kansas, provides recordkeeping and administrative services for qualified and non-qualified defined contribution retirement plans.