Our Valuable Team Members
We form a bond with our clients that is long-lasting due to our attention to detail and sound processes and procedures, but mostly because it is exceptionally evident that we focus on education and guidance for all employees. From our senior consultants to the support staff, our team has a proven track record and a wealth of experience that will help you navigate the future with a calm confidence that rarely exists in our industry.
Walter Grant, President
C(k)P, ChFC, CRPS, CPFA, CBFA, AIF
Walter has a background in accounting and began in the industry as a generalist over 20 years ago. Through his work, Walter saw that there was a deficiency in how people were educated about qualified / non-qualified investment options. He decided to move on his tax knowledge and began partnering with TPA’s to hone his knowledge and fulfill client needs in that area.
Walter’s approach to planning begins with a thorough review of your qualified plan with the help of the RPAG system. His industry experience focuses on plan optimization and the utilization of behavioral finance tools to increase participant enrollment and individual contributions to the plans. He interacts closely with plan sponsors to help them manage and monitor their company plans as well as minimizing fiduciary liability and exposure. He deals extensively with corporate 401(k) plans as well as executive compensation and individualized planning.
Walter received his B.A. in Accounting from University of Mississippi in 1998, and spent several years at Met Life and New England Financial where he received a number of accolades, including Lifetime Leaders, Chairman’s Council twice, and achieved Master’s level five times. Since moving to MassMutual Walt has been the recipient of the 5 Star Award.
Walter enjoys giving back to the community and is active in sports both as a spectator and teaching/coaching his children. Walter also loves spending time with his family, and travel internationally (especially the Bahamas).
- B.A. Accounting from Old Miss
- American College ChFC®
- College for Financial Planning CRPS®
- Center of Fiduciary Studies AIF®
- UCLA Anderson/ The Retirement Advisor University C(k)P®
- NAPA CPFA
- Allianz Global Investors Center CBFA
Ken McClintock, Director of Retirement Plan Services
Ken graduated from Clarion University in Pennsylvania and began his career in the Retirement Planning industry 22 years ago. He has worked for a number of major providers over that time as well as serving as a concierge personal banker dealing with a wide variety of financial products for personal investment. Throughout his career Ken has focused heavily on the client service side of the relationship regardless of who the client may have been. While at plan providers, he has worked closely with agents and brokers to ensure seamless onboarding and transition of new plans. While in banking he made sure that his individual clients had everything they needed in order to ensure successful retirement. Ken also has a deep background in participant education and sponsor education.
While not at work Ken enjoys many sporting activities including baseball and golf, spending time with his family and taking in concerts and theater events.
Ryan Montgomery, Education Specialist/ Financial Planner
ChFC®, CASL®, CLF®, CRPC®
Ryan spent several years with MetLife where he qualified for Leaders club. Since 2012 he has been with MML Investors Services, LLC where he has achieved Management Council 3 times. Ryan is instrumental in the selection, onboarding, and training of new agents as well as conducting frequent participant education meetings for our plan sponsors.
Ryan enjoys spending time with his wife and 1 year old son that keeps him very busy.
- Bachelor’s degree from the University of Memphis
- American College ChFC®
- American College CASL®
- College for Financial Planning CRPC®
- American College CLF®
Andy Shull, Director of Financial Planning
Andy’s role as Director of Financial Planning is to provide astute guidance and education to individuals and companies. Andy’s background as an attorney helping insurance companies manage their financial risk gives him a unique perspective. As you can imagine, an attorney that deals with risk management at an insurance company is responsible for accounting for all scenario’s that might take place. We believe this same approach is as true for an insurance company as it is for an individual planning for retirement, a small business owner struggling to make payroll, and so on.
Andy leads his clients through a process wherein we take inventory of their current financial position, goals and objectives– and the risks which threaten the same. He then helps clients design and implement realistic financial plans which are tailored to each client in relation to those risks.