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View More Press Releases by Mariner Retirement Advisors

Press release:

Mariner Retirement Advisors Opens Tulsa Office and Receives CEFEX Certification

Issued by: Mariner Retirement Advisors

Date: June 3, 2015

The firm expands services through the hiring of two experienced professionals and receives prestigious CEFEX certification.

LEAWOOD, Kan., June 2, 2015 -- Mariner Retirement Advisors, a firm headquartered near Kansas City and focused on providing 401(k) advisory services to plan sponsors throughout the country, today announced the opening of its Tulsa office. In addition, the firm recently became the only investment advisor based in Kansas and Oklahoma to hold the CEFEX certification, an independent certification issued by the Centre for Fiduciary Excellence, LLC.

The new office will be led by Todd Stuckey and Staci Hitchcock. With nearly two decades of industry experience, Stuckey serves as vice president of retirement plan services, focusing on plan design, compliance and in-depth investment monitoring. Prior to joining Mariner Retirement Advisors, Stuckey was vice president of retirement service sales for Principal Financial Group.

Hitchcock has 15 years of retirement plan experience and also joins the Mariner Retirement Advisors from Principal Financial Group, where she served as an advisor relations associate. In her new role, Hitchcock is an account executive and works to develop strong business relationships and provide quality service to a wide range of retirement plan clients.

"I am thrilled to welcome Todd and Staci to Mariner Retirement Advisors," said David K. Stofer, ChFC, CLU, AIF®. "As industry veterans with extensive experience working with retirement plan clients, I am confident they are the right people to lead our Tulsa office."

In addition to its expansion to Tulsa, Mariner Retirement Advisors has been granted the CEFEX certification by the Centre for Fiduciary Excellence, LLC, and is the only investment advisor based in Kansas and Oklahoma to hold this independent certification.

The CEFEX standard describes how an investment advisor assumes the responsibility for managing a client's overall investment management process, which includes the selection, monitoring and de-selection of investment managers, as well as developing processes to implement investment strategies and fiduciary practices on an ongoing basis.

According to the general manager of the Centre for Fiduciary Excellence, Carlos Panksep, "Through CEFEX's independent assessment, the certification provides assurance to investors, both institutional and individual, that Mariner has demonstrated adherence to the industry's best fiduciary practices. This indicates that Mariner's interests are aligned with those of investors."

Mariner Retirement Advisors was launched in 2014 in partnership with its parent company, Mariner Holdings. A rapidly growing financial services firm, Mariner Holdings through its affiliates, provides financial advice and investment management services that are based purely on the needs and interests of clients.

According to Stofer, "It has been just a few months since Mariner Retirement Advisors opened its doors, and I am so pleased with our progress so far. Our new office and industry certification illustrate that we continue to do what's best for our retirement plan clients. I look forward to what the future holds as we continue to enhance our teams and services."

About Mariner Retirement Advisors
Mariner Retirement Advisors provides advisory services to retirement plan sponsors with a goal of improving employees' retirement readiness and enhancing clients' benefits packages. The firm provides a wide range of services, including: plan design consulting, investment selection, asset allocation, ERISA compliance, investment policy statement preparation and maintenance, and fiduciary support.

Visit www.marinerretirement.com for more information.

About Mariner Holdings
Mariner Holdings is a rapidly growing and award-winning independent financial services firm focused on wealth and asset management through its two subsidiaries – Mariner Wealth Advisors and Montage Investments.

Visit www.mariner-holdings.com for more information.

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View More Press Releases by Mariner Retirement Advisors


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