Cafaro Greenleaf Welcomes Two Experienced Consultants to Team
RED BANK, NJ, May 25, 2017 -- Cafaro Greenleaf (CG), a leading national advisory firm for corporate and public retirement plans headquartered in Red Bank, N.J., is excited to welcome two experienced consultants to its team of professionals. Kevin Mundy, AIF, ARPC, will serve as Education Coordinator and Consultant and Amy Kinsman, QKA, will join the firm as Relationship Manager and Consultant.
"I'm thrilled to have Amy and Kevin join the team. Their passion for helping people prepare for retirement will be a great asset to Cafaro Greenleaf and all of our clients," commented Wayne Greenleaf, Managing Principal of CG.
Kevin brings over ten years of experience in the investment advisory and financial services industry. As an Accredited Retirement Plan Counselor (ARPC) and Accredited Investment Fiduciary (AIF), Kevin specializes in 401k plans, profit sharing, defined benefit, DC/DB combination plans and cash balance retirement plan design for employers. He has lead and conducted campaigns for direct sales of qualified plan products and services. Previously, Kevin worked at Merrill Lynch, Ascensus, and was a Senior Associate at UBS.
Kevin remarked, "Retirement plans are complicated and sometimes difficult to understand. However, they are extremely important to maintain and grow. I want to help clients bridge that gap so that they can be confident that they will be able to retire at the age that they want and live a comfortable lifestyle. I was drawn to CG because of their desire to help people."
Amy has over five years of experience in the retirement and financial services industry and is a Qualified 401k Administrator (QKA). Previously, she worked at Empower Retirement and Vanguard where she gained experience with defined contribution plan designs, plan administration, investments, participant education, compliance and regulatory requirements. She supports advisors and develops effective retirement plan strategies and programs for clients, in addition to building and maintaining strong business relationships.
"I'm beyond excited to join Cafaro Greenleaf and I am looking forward to working with clients to help develop and manage retirement plan strategies that encourage saving for retirement," Amy Kinsman added.
About Cafaro Greenleaf
Cafaro Greenleaf, founded in 1981 and long considered a pioneer in the Retirement Plan Consulting Industry, is a boutique firm comprised of professional retirement plan advisors and consultants to corporate, public, and institutional clients. Serving organizations along the East Coast and nationally, Cafaro Greenleaf provides extensive consulting services in the areas of retirement plan design, co-fiduciary services, investment advising, employee financial education and executive benefits. Cafaro Greenleaf is a growing advisor partnership with offices in NJ, MD, SC, FL, IN and TX.
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