Home About Us Wealth Management Services Retirement Plan Services Client Area Contact Us

Retirement Plan Services - Our People

Below are our Retirement Plan staff members, their functions and a brief biography.

Mary Jenkins, QPA Mary Jenkins, QPA
Director of Retirement Administration
mary.jenkins@hawcpa.com
770-353-7149
Steve Olson, CPC Steve Olson, CPC
Director of Actuarial Services
steve.olson@hawcpa.com
770-353-2891
       
Barbara Appling Barbara Appling
Implementation Specialist
Jodi Burkett Jodi Burkett
Daily Recordkeeping – Operations
       
Lyndsey Cessna Lyndsey Cessna   Sharmila Chatterjee
       
Ed Ilano, QPA Ed Ilano, QPA
Plan Administrator
ed.ilano@hawcpa.com
770-353-7143
Jane Jackson, QPA Jane Jackson, QPA
Plan Administrator
jane.jackson@hawcpa.com
770- 353-7147
       
Shannon Kenney, QPA Shannon Kenney, QPA
Plan Administrator
Bernadette Reed, QPA Bernadette Reed, QPA
Plan Administrator
bernadette.reed@hawcpa.com
770-353-3019
       
David Schultz, J.D. David Schultz, J.D.
Partner
david.schultz@hawcpa.com
404-898-7547
   

Insurance products and programs offered through HA&W Risk Management, LLC. Securities offered through Securities America, Inc. Member NASD/SIPC. Shane Austin, Nick Bhandari, Lisa Schiffer, Chris Wynne, Registered Representatives. Advisory services offered through HA&W Wealth Management, LLC. HA&W Wealth Management LLC and TEGRA Financial Partners are not affiliated with Securities America, Inc.


Retirement Plan Participants - CLICK HERE

TV Commercials

Tegra Commercial 2
Click here to watch
The Tegra Advantage

Tegra Commercial 2
Click here to watch
Retirement Planning

Home | About Us | Wealth Management Services | Retirement Plan Services | Client Area | Contact Us | 401(k) Login | Privacy Policy | Form ADV, Part II
| Site Map | Copyright © Tegra Financial Partners, a subsidiary of Habif, Arogeti & Wynne LLP. Member SIPC