Brunswill support retirement plan advisers in the Baltimore-Washington metropolitan area. He has worked in retirement plan services for more than 14 years. Before joining The Standard, Bruns served as a vice president and client consultant for Manning & Napier Advisors. He has previously held sales positions at Fulton Financial Advisors, JP Morgan Retirement Plan Services and T. Rowe Price Retirement Plan Services.
Bruns holds a bachelor’s degree in economics from the University of Maryland in Baltimore County, as well as FINRA Series 7 and 66 securities licenses.
Schatzelwill support advisers in Pennsylvania. He will be based in The Standard’s Philadelphia office. Schatzel has worked in the retirement plan services industry for more than 12 years. Most recently he was a Business Development Wholesaler with Lincoln Financial Distributors. Before that, Schatzel worked at Vanguard for nearly 10 years with expertise in group retirement plan education, investment support and sales support.
Schatzel was awarded a bachelor’s degree, summa cum laude, in finance from Immaculata University. He holds a Certified Retirement Plan Counselor (CRPC) designation, as well as the FINRA Series 6, 7 and 63 securities licenses. He also holds a Life, Health and Annuities insurance license.