Locate a PPC
The 401k Service Solution™ set of course books and workbooks
is only available through a Professional Plan Consultant™.
We congratulate the following individuals for completing The 401k Service Training Program™ and feel confident they can help you meet the needs of your company.
If you would like additional contact information on any PPC™ listed below, please contact us.
The Retirement Solutions Group at Bank of America
(Now referred to as Business Retirement Solutions)
Phone: 1.888.600.4000
JennisonDryden Sales Force
(A division of Prudential Investment Management Services, LLC, a division of Prudential Financial Company)
Phone: 1.800.257.3893
(Advisor inquiries only)
Individuals,
by State:
ALABAMA
Paul L. Powell, AIF, PRP, PPC
Horizon Resources
Dothan, AL www.horizon401k.com
ARKANSAS
Teressa Rambo, CRPS, PPC
BKD Wealth Advisors
Little Rock, AR www.bkd.com
ARIZONA
Peter Hirsch, PPC
AIG Advisor Group
Phoenix, AZ
Bradley S. Lemon, AIFA, PPC
Senior Investment Counselor
Miller/Russell
Phoenix, AZ
Peter Rowe, CLU, PRP, PPC
Sunwest Benefits Consulting, Inc.
Phoenix, AZ
CALIFORNIA
Melinda Thomas, CFP, PPC
Morgan Stanley
San Luis Obispo, CA
Jamie ThomasWong, QPFC, PPC
Morgan Stanley
San Luis Obispo, CA
John Upham, AIF, PPC
Managing Director, Advisory Services
SageView Advisory Group, LLC
Irvine, CA www.sageviewadvisory.com
COLORADO
Francis Gillis, AIF, APR, PPC
Financial Advisor
Gillis Financial Solutions, LLC
Fort Collins, CO www.gillisfinancial.com
Patterson McKinlay, AIFA, MBA, PPC
Smallwood Financial
Denver, CO www.esmallwood.com
