Meet your retirement plan team

Who we are

At Retirement Plan Advisors, we are the largest retirement team within RBC Wealth Management. We are a team dedicated to advising corporate retirement plans since 1988. Our team specializes in advising in an independent and transparent manner. We leverage the financial strength and resources of RBC Wealth Management to provide the following:

  • Investment review and monitoring
  • ERISA 3(21) (A) (ii) and 3(38) fiduciary
  • Platform monitoring and review, assistance with RFP if necessary
  • Assistance in plan design
  • Plan governance and fiduciary responsibilities
  • Participant education and communication programming

Request a plan fiduciary review

Our team will perform a fiduciary review of your retirement plan looking at:

  • Plan governance
  • Investment structure
  • Investment performance
  • Overall fee structure
  • Participant communication and education programs

Can your plan be improved?

  • Specialized investment consulting, monitoring and reporting services
  • Custom education and communication concepts – all delivered in the best interest of plan participants.
  • Comprehensive investment advice, exceptional service and an independent perspective to help clients structure retirement plans to fit specific company needs, eliminate conflicts of interest and provide full disclosure in all aspects of our programs.

Let us help you find the answers. Contact us today for more information. 

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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Scott

Scott Merriman

Managing Director - Financial Advisor, Senior Consulting Group

206-621-3141
Email |

E. Brooke Hawley

Senior Vice President - Financial Advisor, Senior Consulting Group

206-621-3222
Email |
Jerome Bosch

Jerome D. Bosch

Senior Vice President - Financial Advisor, Senior Consulting Group

206-621-3111
Email |

Joseph Eschbach, CFA

Associate Vice President, Senior Business Associate

206-621-3142
Email |

Jessica Poznick

Senior Financial Associate

206-621-3127
Email |

Jenna Vokes, CPFA®, CRPS®

Senior Financial Associate

206-492-9852
Email |

Chris Roe

Registered Client Associate

206-621-3035
Jacob Chavez

Jacob Chavez

Registered Client Associate

Kate Gross

Registered Client Associate

206-621-3021