gerald-wernetteGerald Wernette, CPA, CEBS, AIFA®, C(k)P
gerald.wernette@rehmann.com
Phone (248) 579-1163


Gerald is a Principal with Rehmann Financial and Director of Consulting Services for Rehmann Retirement Builders. Gerald is located in Farmington Hills, MI.

Areas of Service:

  • Retirement Plan Consulting, Design and Administration
  • Retirement Plan Fiduciary Consulting
  • Retirement Plan Participant Education/Communication
  • Retirement Plan Investment Advisory Services

Marie Shebuski, MBA, ERPA, QPA, QKA
marie.shebuski@rehmann.com
Phone (517) 316-2420


Marie is a Principal with Rehmann Financial & Rehmann Retirement Builders and is located in Lansing, MI.

Marie has over 25 years experience providing retirement plan strategies to industries of various sizes.

Areas of Service:

  • Retirement Plan Consulting
  • Design & Implementation of Qualified Retirement Plans
  • Retirement Plan Compliance
  • Retirement Plan Participant Education/Communication

tim-t

Timothy Halchuck, QPFC, AIF®, C(k)P®,QKA
Sales@amibenefit.com
Phone (800) 451-2865


Tim Halchuck, QPFC, AIF®, C(k)P®, QKA is the CEO of AMI Benefit Plan Administrators, Inc.  He graduated from Youngstown State University in 1995 with a Bachelor’s of Science in Business Administration, major in Finance.  He went on to obtain his Series 7 license in 1996 and his Series 65 license in 2012.  He entered the financial services industry in 1991 as an insurance agent.  He earned the QPFC (Qualified Plan Financial Consultant) designation from ASPPA in 2013, his AIF® (Accredited Investment Fiduciary) designation from fi360® in 2015 and the C(k)P® from The Retirement Advisor University® in collaboration with UCLA Anderson School of Management Executive Education in 2016.He earned the QKA (Qualified 401(k) Administrator) designation from ASPPA in 2018.  At AMI, Tim works with plan advisors to assist them as requested.  He also oversees the co-ordination between the various AMI teams as well as the corporate functions of AMI.

greg-crawfordGregory E. Crawford, TEP,CFP®

gcrawford@alliancetrustcompany.com

Phone: (775) 297-4000


Gregory is the President of Alliance Trust Company of Nevada. He is responsible for strategy, growth, and overseeing operations. For two decades, Greg has worked with some of the largest financial institutions in the world designing and implementing asset management programs as a fiduciary.

Advisor Liason

lance-roberts

Lance M. Roberts
lroberts@cifmarketplace.com
Phone:  (304) 205-7655


Lance has over 35 years of experience in the retirement industry.

Lance works with advisers to assist them in determining the proper placement of retirement plans.