Industry Insights

Your Indiana Update for Advisors

We are excited to announce your Indiana Regional Vice President / Retirement Sales, STEVEN D. SHACKELFORD

Steven comes to us with over 30 years of experience working with Financial Institutions associated with the Retirement Plan Markets. Throughout that time, he has held Individual Contributor Sales positions, Sales Leadership roles, and National Business Development & Consulting positions.

As the Regional Vice President - Retirement Sales Indianapolis, Steven’s objective will be to partner with Financial Advisors to help them grow assets under management through retirement plans. Steven will assist Advisors as they navigate the seemingly complex world of retirement plan concepts by making pension plan concepts simple to understand and articulate. To achieve this primary objective, Steven will leverage his past experience, internal resources, and strategic partnerships within the investment management community.

We are excited to have Steven join our team and can’t wait to observe his success in Indiana!

Click on the video below to meet Steven.