Heffernan Insurance Brokers has opened a retirement services house inwards Seattle, Wash., to stand upwardly for upwardly overseen by times Blake Thibault, managing managing managing director of Heffernan’s financial services division.
Also located inwards the portion are Dallas Otter, executive vice president, equally good equally Matthew Pearson, vice president.
Thibault has been with Heffernan since 2006. He was previously a wealth advisor with Morgan Stanley.
Otter testament provide fiduciary governance guidance to investment committees, employee education, cost benchmarking, equally good equally service provider search services. Otter has more than than 35 years of feel inwards the retirement conception consulting industry, close belatedly working with a local insurance equally good equally financial services theater inwards the Seattle area.
Pearson testament operate with clients to assistance designing equally good equally implement best practices for retirement plans, draft Investment policy statements, equally good equally oversee the monitoring of investment performance, equally good every fleck employee communication strategies. He has feel inwards both investment advisory equally good equally retirement conception consulting. He belatedly consulted clients on wealth direction at Northwestern Mutual, equally good equally oversaw corporate retirement plans with Kibble & Prentice/USI.
Walnut Creek, Calif.-based Heffernan has California offices inwards San Francisco, Petaluma, Menlo Park, Los Angeles equally good equally Irvine, equally good every fleck inwards Phoenix, Ariz., Portland, Ore. equally good equally St. Louis, Mo.
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