DWC ERISA Consultants

Upcoming Events/Where We'll Be

ARMED WITH A STRONG UNDERSTANDING OF BUSINESS PRINCIPLES.

Simply knowing and understanding the regulations is not enough. By balancing a commanding knowledge of regulations with business realities and critical thinking, each DWC team member becomes a strategic business partner to his or her clients.

Every client is assigned a service team consisting of a Consultant, Team Leader and Partner to handle all aspects of plan design and administration.

Click below to get to know the DWC team. Click here to view a company directory.

KEITH H. CLARK, JR.

KEITH H. CLARK, JR.

Partner
Minneapolis/St. Paul, MN
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DOUG W. HOEFER

DOUG W. HOEFER

Partner
Minneapolis/St. Paul, MN
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ADAM C. POZEK

ADAM C. POZEK

Partner
Boston, MA
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JONI L. JENNINGS

JONI L. JENNINGS

Principal
Atlanta, GA
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KARLA BOMGARDNER

KARLA BOMGARDNER

Senior Retirement Plan Consultant
Wichita, KS
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LAURI CARLSON

LAURI CARLSON

Senior Retirement Plan Consultant
Walnut Creek, CA
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JIM CARNES

JIM CARNES

Senior Retirement Plan Consultant
Kansas City, MO
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ELLEN S. POZEK

ELLEN S. POZEK

Senior Retirement Plan Consultant
Boston, MA
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TYLER WILSON

TYLER WILSON

Senior Retirement Plan Consultant
Atlanta, GA
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CINDY BANTA

CINDY BANTA

Retirement Plan Consultant
Portland, OR
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SARA FOOTE

SARA FOOTE

Retirement Plan Consultant
Palm Beach, FL
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MICHELE GRESHAM

MICHELE GRESHAM

Retirement Plan Consultant
Atlanta, GA
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SARAH KEENAN

SARAH KEENAN

Retirement Plan Consultant
Hartford, CT
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JESSE KING

JESSE KING

Retirement Plan Consultant
Raleigh, NC
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MORGAN PAIGE

MORGAN PAIGE

Retirement Plan Consultant
Silver City, NM
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MARI SCHMITZ

MARI SCHMITZ

Retirement Plan Consultant
Colorado Springs, CO
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LUCINDA CHARLES

LUCINDA CHARLES

Retirement Plan Analyst
Athens, GA
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BEN JONES

BEN JONES

Retirement Plan Analyst
Minneapolis/St. Paul, MN
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JOSHUA ROY

JOSHUA ROY

Distribution Specialist
Minneapolis/St. Paul, MN
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OUR TEAM