Trinity Hires New Retirement Plan Consultant
COLUMBUS, OH--(Marketwired - Jan 17, 2014) - Trinity Pension Consultants has announced the hiring of Brian Smith as its newest Retirement Plan Consultant in the Columbus office. Smith comes to Trinity with more than 14 years of experience in the industry.
As a Retirement Plan Consultant, Smith will provide clients and prospects with guidance and consultative services in the areas of ERISA, strategic plan design, compliance, and fiduciary responsibilities. Smith will also specialize in conducting seminars and workshops at industry events.
"My primary goal is to be the very best retirement plan consultant I can be, while always representing Trinity in the highest and most professional way," Smith said. "I look forward to being a constant contributor to Trinity's continued success."
Prior to joining Trinity, Smith served as the director of sales for the Tegrit Group and also as a sales manager for Baden Retirement Plan Services. Smith spent more than eight years with Nationwide Financial as a regional vice president in the group retirement and 401k division, as well as two years with Guardian. He is a graduate of The Ohio State University, where he received his bachelor's degree in science from the Max M. Fisher College of Business.
Smith lives in Powell, Ohio with his wife, Amber, and their three sons Trevor, Garrett and Colton. Along with his passion for all things relating to The Ohio State University, Brian enjoys snow skiing, golfing, and is an avid outdoorsman.
"Trinity is glad to welcome Brian to our expanding team," said Principal Anthony Warren. "Brian brings with him a wealth of knowledge and experience that will allow him to make an immediate impact with financial advisors and plan sponsors. We are excited to have him."
For more information about Trinity Pension Consultants, visit www.trinitypension.com.
About Trinity Pension Consultants
Trinity Pension Consultants was established in 2006 by friends and colleagues Anthony Warren and Kevin Bergdorf. Both had worked for a local third-party administration firm and in the corporate financial world. Their experiences led them to realize there was a need for a TPA firm that had a fresh perspective on what financial advisors needed and wanted. Trinity's OPEN solution means clear communication, building relationships, and understanding the clients' businesses and challenges in order to design a plan that puts their needs first. www.trinitypension.com
