Shrack serves Indiana and Michigan. He comes to the firm from AUL One America, where he was a field sales consultant, providing sales support and industry expertise to financial advisers working with qualified retirement plans. He previously helped develop and market RPAG’s e401k Proposal Benchmarking / Request for Proposal (RFP) system. Shrack holds a bachelor’s degree in financial counseling and planning from Purdue University and the Chartered Retirement Plans Specialist accreditation from the College for Financial Planning.
Marshall serves eastern Pennsylvania, southern New Jersey and Delaware. Most recently she was a retirement field services representative and external wholesaler with Nationwide. Marshall holds a bachelor’s degree in economics and international relations from Bucknell University. In addition, she earned a Certificate in Financial Planning (CFP) at Bryant College and her Accredited Investment Fiduciary designation from the Center for Fiduciary Studies.
Parker serves North and South Carolina, and southern Virginia. Most recently, he served as regional sales director for The Hartford. Parker has six years of experience working directly with financial advisers, third-party administration firms and insurance companies. Parker holds a bachelor’s degree in business administration from Florida Southern College.
The regional vice presidents provide expertise and support to advisers and their retirement plan clients as they design and develop qualified and nonqualified retirement plan programs.
CPI Qualified Plan Consultants, with headquarters in Great Bend, Kansas, has 18 divisional and regional vice presidents throughout the U.S. The firm is actively looking to add to the team in Southern California.