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...
Mike is an Accredited Investment Fiduciary® designee and the Retirement Plan Education Coordinator for our team. In this role he further enhances our existing participant education...
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...
*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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