Press Release

TRA Continues to Expand to Support Growth

Issued by TRA [The Retirement Advantage]

Mar. 8, 2022

Addition of Director of Client Services is in direct response to company growth and continued demand for TRA services

APPLETON, WIS.  – The Retirement Advantage, Inc. (TRA), an industry-leading national retirement services company, is proud to welcome Mary Crothers, who will serve as Director of Client Services and will report to Michelle Zentner, Vice President of Operations. Crothers will primarily be responsible for driving outstanding client service and performance improvement by managing the change process to achieve intended organizational and cultural outcomes.

“We’re excited to announce a new strategic member for the TRA team,” said Matt Schoneman, President and Owner of TRA. “Mary possesses an established track record of creating and implementing programs and strategies to help companies achieve immediate growth and improved customer relationships. We hope to take our client relations to a new level of excellence with the addition of Mary.”

“Providing strong client relationships has always been a priority for us as a company, as we view exceptional client service as being a key differentiator for TRA. We are committed to adding experienced resources to our client relationship team to ensure that our client service remains the best in the industry as demand for TRA solutions continue to grow”, said Zentner.

“I am excited to be working with such a dynamic and growing company. As a team, we look forward to creating a fully interactive client relations program that will enable our clients access to solutions that drive tremendous opportunities. Our vision at TRA remains focused on providing the best-in-class solutions and service to the retirement plan industry”, Crothers detailed.

Crothers has been immersed in the mortgage banking, insurance, and financial services industry over 30 years. She comes to TRA most recently from Redfin Mortgage, where she oversaw all aspects of the company’s training and was an instrumental part of the sales process. Prior to Redfin, Crothers was Assistant Vice President at Lincoln Financial Group where she led quality, training, business resilience and regulatory controls. Crothers brings a wealth of experience in relationship management, as well as in directing client service teams and will be joining TRA as a leadership team member. Crothers is a Series 6 Registered Rep, Series 26 Registered Principal, and she will be pursuing her QKA designation in the near future.

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