Meet The Team

• 

  Sarah Krapec

  WELLth Practice Leader

  Email sarahk@srpretire.com

  View Profile
• 

  Mario Echevarria, CFP®

  Senior WELLth Advisor

  Email marioe@srpretire.com

  View Profile
• 

  Jeanne Fisher, CFP®, CPFA, MBA

  WELLth Advisor

  Email jeannef@srpretire.com

  View Profile
• 

  Bryan Peebles, CRPS®, CPFA

  WELLth Advisor

  Email bryanp@srpretire.com

  View Profile
• 

  Robert Wagner, CFA

  Chief Investment Officer

  Email robertw@srpretire.com

  View Profile
• 

  Brandon Lawrence, RICP®, CPFA

  WELLth Advisor

  View Profile
• 

  Jeff Cullen, MBA

  Managing Partner

  View Profile
• 

  Maxx Kempton

  Financial Wellness Associate

  Email maxxk@srpretire.com

  View Profile
• 

  Rich Lombard

  WELLth Advisor & Educator

  Email richl@srpretire.com

  View Profile
• 

  Brad Morgan, MBA, AIF®, C(k)P®, CRPC, CPFA

  Managing Director

  Email bradm@srpretire.com

  View Profile
• 

  Savannah Waffird

  Relationship Manager, WELLth

  Email savannahw@srpretire.com

  View Profile
• 

  Fofee Kotrotsos

  Relationship Manager, WELLth

  Email fofeek@srpretire.com

  View Profile
• 

  Garrett Leet, CFP®

  WELLth Services Associate

  View Profile