Mari Erb
As a retirement service specialist, Mari understands the importance of being financially ready for retirement and properly educating clients about their retirement needs and goals. For our clients and participants, Mari will deliver expertise in:
- Participant Education
- Retirement Readiness Program
- Financial Planning
Using her relationship building skills and financial expertise, Mari makes it a priority that retirement plan participants are well informed and are utilizing their plan to the fullest. With her attention to detail, she also helps ensure data integrity and operational support.
Mari holds both the Certified Financial Planner ™ and the Certified Plan Fiduciary Advisor (CPFA) designations, which demonstrate her expertise in acting as a plan fiduciary and assisting plan sponsors in managing their roles and responsibilities. In addition, she obtained the Accredited Investment Fiduciary (AIF®) certification, conferring specialized knowledge of fiduciary standards of care in the investment management process. Mari holds a Bachelor's degree in Personal Financial Planning from Kansas State University.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.