A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.
A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.
A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact me today.
Chief Executive Officer
Geoff White is recognized as an industry leader and is the driving force behind our company values and our strategic vision. He is constantly pushing the organization to exceed expectations and maintaining our competitiveness in the marketplace. Prior to GRP, he was SVP of Business Development at LPL Financial, the largest independent broker dealer*, recruiting some of the country’s best consultants. Mr. White started in the retirement plan aggregator space with NRP in December of 2004 as one of its founding partners. While working with the firm in its infancy stages, Mr. White had been instrumental in transforming the company from an idea and a concept to one of the country’s most recognized retirement plan consulting firms. Geoff began his career as Regional Vice President for Blackrock covering Southern California. Born and raised in Cape Cod, Massachusetts, Mr. White graduated from Providence College. His wife Jody and three children, Kallie (15), Curt (13), and Natalie (11) reside in Carlsbad, CA.
*As reported by Financial Planning magazine, June 1996-2020, based on total revenue.
President, Chief Compliance Officer
Cosmo Gould has over 10 years of Financial Services experience including; Compliance, Investment Banking, Brokerage Operations, Options Trading, Retirement Plan/ERISA. Prior to joining GRP, Cosmo was Chief Compliance Officer of Financial Telesis, a Broker Dealer and RIA with roughly 500 registered representatives and roughly 90 Million in annual revenue. Cosmo was responsible for maintaining compliance with the rules and regulations of FINRA, the State, the Department of Labor, and the Securities and Exchange Commission for Financial Telesis Inc. and its employees. Before joining Financial Telesis, Cosmo was a Senior Examiner with FINRA responsible for leading routine examinations of member firms’ sales, trading, underwriting, financial, supervisory and organizational practices to determine compliance with SEC and FINRA rules and regulations. Cosmo began his career as an Investment Advisor with Wells Fargo and has also worked as a Compliance Manager at Charles Schwab.
Chief Operating Officer
A financial services professional with over 20 years of wide ranging experience in the industry, Mr. Frierson joined GRP in April of 2016 as Principal and Director of Business Transitions. In these roles Russ is overall responsible for the successful transition of all new retirement plan advisor practices to the GRP RIA, as well as various operational and compliance functions. Prior to joining GRP, Russ spent 9 years at LPL Financial working primarily with onboarding new advisors in various leadership roles in LPL’s Transitions, Business Consulting, and Business Development departments. Most recently, he designed and launched LPL’s Large Enterprise Transitions Group, overall responsible for leading and managing the transition of LPL’s largest and most significant new clients. Prior to joining LPL, Russ spent six years as a hedge fund trader, trading equities, options and futures as well as an entrepreneur, helping to establish one of the first electronic trading offices in the Midwest. Russ spent his early career as an Investment Advisor Representative and served in several roles in two start-up introducing broker/dealers.
Director, Business Development
Stefanie Rzepecki is Director of Business Development at GRP Financial and is responsible for recruiting the nation’s top retirement plan focused advisors to the RIA. She has over 10 years of diverse industry experience having held positions on different sides of the 401k business. In 2008, she joined John Hancock on the recordkeeper side as a sales consultant for the core market products and managed numerous territories including the Northeast. She also spent time on the DCIO side as a Key Account Manager for Pioneer Investments. Most recently, she was AVP Business Development at LPL Retirement Partners, successfully identifying and connecting with industry leading retirement plan advisors and recruiting them to LPL’s Corporate RIA as well as hybrid branches, including GRP. In the last year, she was a vital component of LPL’s acquisition of the 4 Jackson National broker dealers, working to retain all advisors with retirement plans in their book of business. Stefanie graduated from Providence College with a major in Economics and holds her FINRA Series 7 and 63 licenses through LPL Financial. She resides in South Boston where she is also an active member of the Women in Pensions Network (WiPN) Boston Chapter.
Director of ERISA Compliance, Principal
Jason Jeskey is the Head of ERISA Compliance for Global Retirement Partners. Jason is responsible for providing technical expertise related to plan design and interpretation, legislative and regulatory updates, DOL/IRS correction programs and audits, and other fiduciary related responsibilities. Jason brings to the position a diverse background in ERISA law, having served as an associate attorney with Brownstein Hyatt Farber Schreck in their Las Vegas office. As an associate at Brownstein, Jason represented various corporate and non-profit clients in employee benefit matters related to qualified and tax exempt retirement plans. Prior to this, he practiced law with Willkie Farr & Gallagher, located in Washington D.C. Jason earned his BA in mathematics from St. Mary’s College of Maryland; his JD from the University of Maryland; and his LL.M. in taxation from the Georgetown University Law Center.
Director of Compliance
Pat Destein began her career in the securities industry in 1978, working as a Senior Examiner with the San Francisco office of the NASD (now FINRA.) In 1982, Pat started a consulting firm, Brokerage Resources specializing in broker dealer and investment advisor registration and compliance. Registration projects included various bank owned, newly formed broker dealers and E*TRADE Securities. Pat has provided expert witness testimony in numerous securities arbitration and legal cases. She has been a guest speaker for firms including Charles Schwab &Co., BancAmerica Securities and for the Financial Planning Association. In 2008, Pat joined Financial Telesis Inc. as a Senior Compliance Specialist. In 2014, Pat completed the registration of Global Retirement Partners, where she works as the Director of Compliance, assisting Advisors with advertising and marketing review, special registration projects and individual compliance matters.
Senior Compliance Analyst, Principal
Aimee Price serves as GRP’s Senior Compliance Analyst and is also a Registered Principal with LPL Financial. With more than 15 years’ experience in the Financial Services Industry, Aimee has expertise in the areas of client relationship management, marketing and business development, and operations management. She has also held leadership positions in training and mentorship programs. Since joining GRP in 2014, her responsibilities have included conducting compliance oversight of LPL brokerage and GRP advisory business, advisor transitions, branch audits, compliance surveillance and monitoring, advisor training, business continuity and general operations management. Aimee is an integral part of the GRP team and assists advisors in navigating their compliance and regulatory obligations.
Director of Risk Management, Principal
Don joined GRP in 2018 coming from LPL Financial’s Business Risk Management department and brings more than 22 years of experience in the financial services industry. Don brings to this position a diverse background in branch management, surveillance, audit, complaint resolution, advisor training, supervision training, advertising review, trend risk analysis, and most recently served as a Supervisory Principal providing supervision of LPL OSJs and advisors. Prior to pursuing a career in compliance, he was a Financial Advisor offering clients a variety of products to meet their individual needs. Don earned both his MBA in Finance and a BS in Entrepreneurial Management from San Francisco State University.
Daren Alcantar, CIMA®
After spending seven years in the property and casualty insurance industry, Daren joined a registered investment advisor in 2008. At this firm he managed a team responsible for developing investment policies and the corresponding analysis for over three hundred qualified retirement plans. Using a variety of tools and third-party software such as Morningstar Direct and Zephyr Style Advisor, Daren ran in depth analysis and research on the investment vehicles that are offered in qualified retirement accounts. He has conducted extensive research in Asset Allocation, Portfolio Optimization and Modern Portfolio Theory. Daren has also developed relationships with many of the leading asset managers in the retirement industry. Daren also has a role in the development of Collective Investment Trusts and construction of provider lineups. Daren holds his Series 7 registration with LPL Financial and his Series 66 registration with both LPL Financial and Global Retirement Partners and has attained the Certified Investment Management Analyst® (CIMA®) designation offered through the Investment Management Consultants Association®.
Client Service Specialist
Cindy Folger is a Senior Operations Professional with over 35 years of extensive experience and knowledge in the Financial Services industry. Prior to Global Retirement Partners, Cindy worked at Financial Telesis Inc., managing & supporting over 100 wealth management advisors on Pershing Platform. Cindy also worked at some of the largest firms in the industry such as Fidelity Investments and UBS and started her financial services career at Merrill Lynch. Recognized for building trust with clientele, Cindy is responsible for providing client service, operational support to advisors and their administrative staff, to include new account opening documentation approval and processing advisory fee billing.
Sean Morey has over 7 years of compensation experience in Financial Services. Prior to joining GRP, Sean was a compensation coordinator for Financial Telesis, a Broker Dealer and RIA with nearly 500 advisors and roughly 90 Million in annual revenue. Sean was responsible for processing commissions and advisory fees. Sean ensures that the advisors are paid timely and accurately.
Compliance Analyst, Principal
Nick Briggs has been in the financial services industry for over 5 years. He began his career at Financial Telesis Inc., a full service independent broker dealer and investment advisor, specializing in retirement plan services. In 2014, Nick joined Global Retirement Partners, LLC and LPL Financial, where he became registered as an Investment Advisor Representative and General Securities Principal, respectively. Over the years, Nick has gained significant compliance expertise and has become an integral part of GRP. With the Series 7, 66, and 24* licenses under his belt, he continues to support our advisors with compliance and regulatory obligations.
*Series 7 and 24 held through LPL Financial. Series 66 held through Global Retirement Partners and LPL Financial.
Migon is the fee coordinator for GRP and prior to that held a similar position with Financial Telesis and she has been in the Financial Securities industry for over 12 years. Migon has managed small businesses for more than 30 years and worked as a licensed real estate agent. Born in Michigan she attended Michigan State University and ultimately attained her Bachelor of Science from UC Davis.
Lien Tran serves is an Operations Specialist with Global Retirement Partners/GRP Financial. With more than 20 years of experience in project management, city planning, architecture, and real estate, Lien provides interdepartmental operational support across the firm and her broad range of administrative and organizational experience are vital assets to special projects. Since joining GRP in 2017, her responsibilities have included record reconciliation, team coordination and management, marketing/compliance support, and advisor relations.