Retirement plan team

Scott Merriman

Managing Director - Financial Advisor, Senior Consulting Group

Scott has been a Financial Advisor with the Retirement Plan Advisors since 1991. Scott is the team leader, providing operational guidance and strategic direction for the team. A graduate of Whitman College with a Bachelor of Arts Degree in Economics, Scott earned the Certified Investment Management Analyst designation from the Wharton School of Business at the University of Pennsylvania and the Accredited Investment Fiduciary designation awarded through the University of Pittsburgh.

Scott is a Financial Advisor working with Plan Sponsors to provide investment and retirement plan consulting. He is also involved in our business development efforts and is passionate about providing information about the Retirement Plan industry to Plan Sponsors. Scott was also named a 2021, 2020 and 2019 Forbes/SHOOK Best-In-State Wealth Advisor.

Scott and his wife Tiffany and their four children reside in Seattle where he is avid bicyclist and stand up paddle boarder.

<p>Source: Forbes.com (January 2021). Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.</p>

R. Stephen Meyers

Senior Vice President - Financial Advisor, Senior Consulting Group

206-621-3119

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Steve founded Retirement Plan Advisors (RPA) in 1989 in an effort to provide independent and objective assistance and advice to retirement plan sponsors during an era in which most consultants were simply purveyors of products. Graduating from Texas Christian University in Fort Worth, Texas with a Bachelor of Arts Degree in History, Steve spent seven years in the U S Army as a helicopter pilot. He was also the president of a multi store retail chain for twelve years prior to entering the financial services industry. He is active as a volunteer in the Seattle area where he is currently the Chair of the Northwest Kidney Centers Investment Committee and an active volunteer for the organization as well. Also a former member of the their Finance Committee, he has held similar positions with the Multiple Sclerosis Society of Washington and the Redmond, Washington, Chamber of Commerce. Steve and his wife Peggy live in Bellevue, Washington, and have three children and six (currently) grandchildren. Steve is an elite level rollerblader as well as an elite level wine drinker.

E. Brooke Hawley

Senior Vice President - Financial Advisor, Senior Consulting Group

206-621-3222

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Brooke joined the Retirement Plan Advisors team in 2002. As a financial advisor, Brooke and her team work with plan sponsors to provide retirement plan consulting. In addition, Brooke has a passion for working with retirement plan participants to provide an exceptional education and communication experience to help confirm their retirement readiness. Brooke brings 20+ years of banking and financial experience to the team, as well as exceptional communication skills and unparalleled enthusiasm.

As part of the Retirement Plan Advisors team, Brooke provides independent investment consulting services and is an ERISA 3(21)(A)(ii) and 3(38) fiduciary. She provides platform reviews, assisting with request for proposals when necessary. Brooke helps with retirement plan designs, plan governance and fiduciary filing. She also assists with participant education and communications.

Brooke has a Bachelor of Arts degree in organizational communications from the University of Montana, and passed the Series 7, 65 and 66 securities exams. She is an active volunteer with Hospice, Inland NW Land Conservatory and Morningstar Boys Ranch.

Brooke is an avid runner, enjoys playing tennis and serves as an active volunteer within our community. Brooke enjoys spending time with her husband, young son and golden retriever, Wallace.

Jerome D. Bosch

Senior Vice President - Financial Advisor, Consulting Group

206-621-3111

Email |

Jerry became a Financial Advisor with the Retirement Plan Advisors in March, 2008, joining the group after a 25 year career at Wachovia Securities and predecessor firms. While at Wachovia, Jerry was a member of the firm’s Retirement Plan Advisory Council, responsible for training other advisers about best practices in retirement plan consulting and implementation while running his own consulting practice within the firm serving clients both large and small.

As a retirement plan consultant to his institutional clients, Jerry oversees all aspects of the RBC relationship from fiduciary governance to investment monitoring and employee education. In working as a trusted partner with his clients, Jerry’s goal is to become an extension of their organization to achieve the best retirement plan possible.

Graduating from the University of Washington School of Business with a concentration in accounting, Jerry began his business career with Arthur Andersen & Company as a staff accountant. Sensing greater career opportunities with his financial background, he joined EF Hutton in 1983 in the then fledgling investment consulting industry. Jerry is an active volunteer in the Seattle area as well as in Spokane where is a past member of the Board of Directors for Gonzaga Prep School and the School’s Foundation Board. Currently Jerry is a volunteer advisor to the Gonzaga Prep’s Foundation.

Jerry and his wife Carolyn are proud empty nester parents of three. When not working, Jerry enjoys as many outdoor activities the Northwest’s seasons will allow.

Joseph Eschbach, CFA

Associate Vice President, Senior Business Associate

206-621-3142

Email |

Joe has been an analyzing funds with the group since 2000, providing clients with fund recommendations and analysis on over $5 billion in assets under advisement. In his position with Retirement Plan Advisors, Joe is responsible for managing the investment consulting group, providing plan sponsors with detailed analysis and recommendations on their plans’ investments.

Joe is a graduate of Colorado College with a Bachelor of Arts Degree in Economics. He is a Chartered Financial Analyst (CFA). He is also a Certified Public Accountant (CPA) and Accredited Investment Fiduciary (AIF). In his over 25 years of investment experience, Joe has worked as a retirement plan sponsor for a major retail chain as well as an investment research analyst for the Frank Russell Company specializing in international investment management.

Joe volunteers with the Northwest Kidney Centers and loves outdoor recreation and the mountains. He and his wife Deanne have two sons and live in Bellevue, Washington.

Jenna Vokes, CRPS®

206-621-3013

Email

Jenna assists the team with administrative and client support, billing, recordkeeper searches and other client projects. She joined RBC Wealth Management in 2021, after previously working for UBS Financial Services Inc. as a client service associate, registered client service associate and wealth strategy associate. Jenna has passed the Series 7 and 66 securities exams and holds the Chartered Retirement Plan Specialist (CRPS®) designation from the College for Financial Planning.

Jenna has a bachelor’s degree in business management and operations from Washington State University. She lives in Tacoma, Washington, with her husband. Jenna loves staying active, being outdoors and spending time with friends and family.

Retirement plan team

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Scott Merriman

R. Stephen Meyers

E. Brooke Hawley

Jerome D. Bosch

Joseph Eschbach, CFA

Jessica Poznick

Sean Howard

Karlee Stanford

Jenna Vokes, CRPS®