Joe is an Accredited Investment Fiduciary®. He has been working in the wealth management and securities industries since 2004. Joe specializes in the needs of high net worth...
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
Assistance with fiduciary responsibilities for Plan Sponsors
Promoting greater understanding about the importance of saving & investing for 401(k) plan participants
Practical investment management becomes the catalyst for continued progress
Mike is an Accredited Investment Fiduciary®. He has been working in banking and financial services industry since 2007. He focuses on portfolio reviews, vendor evaluation, and...
Chuck is an Accredited Investment Fiduciary® and a Certified Plan Fiduciary Advisor. He has been in the business since 2004 where his responsibilities included plan design...
Michael is an Accredited Investment Fiduciary® . He has been in the industry since 2012. Throughout his career he has held various positions where he gained valuable experience...
Qualified Plan Specialist
Mike is an Accredited Investment Fiduciary® designee and the Qualified Plan Specialist for our team. In this role, he further enhances our existing participant education program...
Client Relationship Manager
Karen has been working in the financial industry since 1993. She began her career in retail banking before transitioning to investment services in 1997, where she has worked in...
LPL Registered Admin Associate
Jessica LaSorsa, LPL Registered Admin Associate, has worked in the financial services industry for over 13 years, working closely with advisors to assist clients in pursuing their...
John is a Chartered Retirement Planning Counselor®. He has been working in the financial services industry since 2011. His focus is on helping individuals and families manage their...
*For the second year in a row, OneGroup Retirement Advisors has been named one of The National Association of Plan Advisors (NAPA) Top DC (defined contribution) Advisor Teams. This year’s list, which focuses on teams with at least $100 million in AUA, represents more than $1 trillion in DC assets under advisement. Significantly, those teams include more than 1500 advisors – and many more support personnel – working to help Americans prepare for a financially satisfying retirement in 40 states and Puerto Rico.
*Chuck Baracco and Mike Tisdell received individual recognition by being named to NAPA’s list of Top Advisors under 40. The list is compiled based on nominations provided by NAPA Broker-Dealer/RIA Firm Partners. Nominations are vetted by a panel of senior advisor industry experts and evaluated based on a combination of quantitative and qualitative data. The individuals named are widely regarded as future leaders within the retirement plan advisor industry.
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