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Our Retirement Plan Consultant Team

The team at the PFE Group care deeply about improving the retirement programs you provide, and we do the hard work to make it happen. Our culture values talented people, disciplined processes, and sound judgment, so that we can help our clients make smarter choices.

Leadership

Plan/Compliance Consultants

Investment Consultants

Communication/Education Consultants

Kristin Reynolds

Managing Consultant, Communications & Education Services

508-683-1400 ext. 217

kristin.reynolds@pfegroup.com

Beth Underhill

Communications Consultant & Project Manager

508-683-1400 ext. 218

beth.underhill@pfegroup.com

Operations

Educators

Patricia P. Baillieul, CFP®

Independent Presenter and Financial Counselor

Robert W. Canfield, M.S., CLU, CHFC

Independent Presenter and Financial Counselor

Daniel Galli, M.ED., CFP®

Independent Presenter and Financial Counselor

Clifford J. Jurdi, M.S., CFP®, CHFC

Independent Presenter and Financial Counselor

Eric Roberge, CFP®

Independent Presenter and Financial Counselor

David M. Welch, MBA, CFP®

Independent Presenter and Financial Counselor

Brad Wright, CFP®

Independent Presenter and Financial Counselor

Karen E. Van Voorhis, CFP®

Independent Presenter And Financial Counselor

Our goal is to improve the retirement programs you offer. Start a conversation with us.

Connect with the PFE Group

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