Lance Zimmerman
Retirement Plan Advisor specializing in Fiduciary Oversight and Participant Education
- Role
- Director of Retirement Plan Services at Mcinnes Group, Inc
- Location
- Kansas City, MO, US
- LinkedIn followers
- 500 followers
About Lance Zimmerman
As Director of Retirement Plan Services at McInnes Group, I bring over twenty eight…
Experience
Director of Retirement Plan Services
Jan 2017 — Present · Prairie Village, KS, US
Retirement Plan Advisor with McInnes Financial Services, a part of McInnes Group Inc.Focused on helping clients design and implement a retirement plan that will help employees achieve retirement readiness through Fiduciary Oversight, Participant Education, Investment Monitoring and Plan Benchmarking. If you would like to hear more about McInnes Group Retirement Plan Services please email me at l••••@mcinnesgroup.com
Education
Westminster College (MO)
Bachelor’s Degree, International Studies with an Emphasis in Business
1989 — 1993
Skills
- Investment Strategies
- Series 7
- Fixed Income
- 401k
- Portfolio Management
- Financial Advisory
- Employee Benefits
- Relationship Management
- Investment Advisory
- Asset Allocation
- Mutual Funds
- Sales Management
- Business Relationship Management
- Asset Management
- Investments
- 401(K) Retirement Savings Plans
- Wealth Management
- Investment Management
- Retirement Planning
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