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PlanPilot Adds Senior Consultant Linda Coffey to Team


CHICAGO, IL, October 19, 2016 -- PlanPilot is excited to announce the newest addition to our team, Senior Consultant, Linda Coffey, who will join the firm on October 18th. Linda brings over 20 years of successful industry experience, having co-founded DiMeo Schneider & Associates in 1995 and successfully grown the firm for two decades.

As a Senior Consultant with PlanPilot, Linda will be responsible for building client relationships, growing the firm's footprint, and will serve on the investment committee. Her expertise in retirement plans, endowment foundations, and trustee-directed corporate assets will position PlanPilot to better serve our clients.

After leaving the firm she co-founded, Linda spent months looking for the right opportunity to use her expertise to make an impact. "I finally found PlanPilot and knew it was the right opportunity to leverage what I do best and make a difference for my clients," Coffey explained. "The business model of PlanPilot allows the firm to do what it takes to serve their clients well. They have a collaborative and thoughtful culture that appeals to me."

Linda looks forward to using her unique skillset and experience to bring our clients education, expertise, and real life context to review their questions and concerns. She adapts complex terms in a simple way so her clients can understand the options available to them and make informed decisions. It's her goal to make plan sponsors fully aware of the pros and cons of their decisions and to lead a collaborative team of vendors, plan sponsors, and advisors.

PlanPilot Managing Director Mark Olsen chose to partner with Linda because of both her skills and her dedication to client service, "Linda's unique skillset is in client relationships, as most of her clients have been with her for 20 years. We know that her dedication to a high level of service will benefit our clients and their businesses."

Linda resides in the Chicago area and has three children. She enjoys reading, exercising, and spending time with her family. A sports enthusiast, she enjoys cheering on the Blackhawks and the Cubs.

About PlanPilot

PlanPilot is an independent retirement plan consulting firm headquartered in Chicago. The firm delivers comprehensive retirement plan advisory services to 401k and 403(b) plan sponsors. Drawing on over two decades of experience, the firm provides institutional retirement plan consulting to 401k, 403(b) and defined benefit plans. Their specialties include plan governance, investment searches, investment monitoring and plan oversight. PlanPilot is recognized as a leader within the industry and the team speaks at national conferences including Pensions & Investments, Stable Value Investment Association, and CUPA-HR.


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