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@gs.com

Beth Underhill

Communications Consultant & Project Manager

508-683-1400 ext. 218

beth.underhill@gs.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

United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), United Capital Risk Management, PFE Advisors, Inc., and United Capital Financial Partners (together the “United Capital Affiliates”) are affiliates of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. The Goldman Sachs Group, Inc. and its subsidiaries and employees (collectively, “Goldman Sachs”) are engaged in businesses and have interests other than the services provided by the United Capital Affiliates.

This material is provided solely on the basis that it will not constitute investment advice and will not form a primary basis for any person’s or plan’s investment decisions, and The PFE Group is not a fiduciary with respect to any person or plan by reason of providing the material or content herein. The PFE Group does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.