Our Company
Headquartered in Seattle, WA, our team is comprised of highly motivated retirement industry professionals with satellite offices across the U.S. serving clients in all fifty states. Our team takes pride in staying informed and knowledgeable about current and relevant industry news so that we may better serve our clients.
We are dedicated to maintaining a staff of highly educated and credentialed professionals so that we can provide a superior degree of expertise and support to our clients and their employees.
We strongly believe that by bettering ourselves through continuous learning we create not only a more knowledgeable teammember but also an overall better customer experience. All our plan advisors, recordkeepers, and administrators maintain a minimum level of credentialing. Financially supported by LRS, staff members often pursue further levels of credentialing and continue their education activities to further their understanding of the retirement industry.
Management Team
Kirsten Curry
Founder & President, ERISA Attorney
"As an entrepreneur myself, I'm thrilled that I was able create a company that focuses on helping other entrepreneurs find their own success."
Gene Skonetski, QKA, QKC
Project Development Manager
"I am passionate about helping business owners succeed. Their success helps their employees find success and that's why I work with each client closely to identify their needs and then give them the tools they require to meet those needs head on."
Kimberly Velazquez, QKA, QKC
Recordkeeping Manager
"I come to work everyday, excited that I get to grow peoples retirement. Call me a paper pusher, but I like to think of myself as a recordkeeping ninja!"
Danelle Saucier, QKC, QPA, CPFA
Client Experience Manager
Danelle is an Engagement Enthusiast and DEI-focused leader with more than 15 years’ experience in the retirement industry. Using her master’s degree in Industrial & Organizational Psychology, Danelle leads the Client Experience Team with an emphasis on efficiency, innovation, and fostering empathy.
LRS Research
Are you aware of the Retirement Gap between men and women in business?
Updates
