The 20 Rising Stars of Retirement Plan Advisors 2007 - (Page 19) 5 SCOTT EVERHART 2 1 President Everhart Financial Group, Inc., Dublin, Ohio Age: 40 Education: Kent State, B.S., Finance and Business Management Mentor: Tim Kight, president, Focus 3 Everhart, a partner and founding firm member, is responsible for daily operations and retirement plan sales. He currently has 60 plans with about $280 million in assets under management. In the 14 years since the firm has been operating, it has had over 99% client retention. In 2005 his firm was ranked by Financial Advisor magazine as the 13th fastest growing registered investment advisory firm in the $100-300 million category in the country. He earned the designation of Accredited Investment Fiduciary in 2004 and Certified Financial Planner in 1998. He began his career at an independent retirement advisory firm in Columbus in 1991 specializing in the 403(b) market. Everhart is a member of the Financial Planning Association. Everhart has been quoted in the business section of the local press such as, the Columbus Dispatch and has appeared on the cable-based Ohio News Network, and was featured weekly on the radio show “Money Matters” in 2002. He has spoken at the annual Center for Due Diligence Conference in 2006. “I feel that individualized help and advice is what participants have been begging for. Participants just want one-onone help, and those that provide it will have better client retention and increased opportunities to grow in the future. It’s really belly-to-belly work, to appropriately prepare people for retirement that is perhaps three decades long.” 6 JENNIFER MARCONI FLODIN 1 Chief Operating Officer & Co-Founder Plan Sponsor Advisors, LLC, Chicago Age: 38 Education: University of Wisconsin, Whitewater, B.S., Marketing Mentor: Don Stone, president & co-founder, Plan Sponsor Advisors, LLC Flodin manages client acquisition and retention, relationship management and conducts special projects, among other duties. The firm currently advises on over $1 billion in assets; she manages $450 million in consulting assets. Flodin worked as a v.p. in the retail bank at Citibank from 1985-1999. In 1999 she started independent financial planning firm, Marconi Asset Management, catering to individuals and smaller retirement plans. In 2002, she left to create PSA, focused on mid-market retirement plans. Flodin has both Accredited Investment Fiduciary and PLANSPONSOR Retirement Plan Professional designations. Flodin was interviewed in 2006 by the Government Accountability Office, the congressional watchdog, to assist it in its white paper on fees in retirement plans. She has spoken at various conferences, such as the Illinois CPA Society Conference in 2006 and 2007 and the Center for Due Diligence Conference, in 2004 and 2006. She is chair of sponsorship for WEB (Worldwide Employee Benefits)—an industry trade group that educates on various benefit topics. “I believe vendors need to be transparent in their fees, and need to assist plan sponsors on communicating these fees to plan participants. It is not enough to say that the plan is ‘free.’ There are fees there somewhere, we need to bring them to the forefront and get vendors to admit what they are earning and defend their reasonableness.” SEPTEMBER 2007 RETIREMENT PLAN ADVISORS RISING STARS 19
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