Experience

McInnes Group, Inc.

• United States
• Insurance
• 1 - 100 Employee

• Director of Retirement Plan Services

  • Jan 2017 - Present

  Prairie Village, Kansas Retirement Plan Advisor with McInnes Financial Services, a part of McInnes Group Inc. Focused on helping clients design and implement a retirement plan that will help employees achieve retirement readiness through Fiduciary Oversight, Participant Education, Investment Monitoring and Plan Benchmarking. If you would like to hear more about McInnes Group Retirement Plan Services please email me at lance@mcinnesgroup.com



Community First National Bank

• United States
• Banking
• 1 - 100 Employee

• Mortgage Loan Officer

  • Sep 2016 - Jan 2017

  Overland Park



OneAmerica Retirement Services

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Relationship Manager

  • Apr 2003 - Aug 2016

  Kansas City, Missouri Area OneAmerica Retirement Services (formerly BMO Retirement Services/M&I Institutional Trust Services) Kansas City, MO April 2003 to Present Relationship Executive Responsible for managing relationships with approximately 45 institutional retirement plan clients generating over $2.4 million in revenue annually Lead a seven-person team assigned to each client Significant experience with professional service firms (law firms, medical groups, etc.) Understand… Show more OneAmerica Retirement Services (formerly BMO Retirement Services/M&I Institutional Trust Services) Kansas City, MO April 2003 to Present Relationship Executive Responsible for managing relationships with approximately 45 institutional retirement plan clients generating over $2.4 million in revenue annually Lead a seven-person team assigned to each client Significant experience with professional service firms (law firms, medical groups, etc.) Understand the unique investment vehicles preferred by many professionals, as well as the various forms of brokerage accounts that may be employed to address those needs Partner with institutional consultants and investment advisors to establish investment choices and deliver tailored employee education programs Provide advice related to plan design and fiduciary governance Plan and conduct plan committee meetings Present annual plan reviews concerning plan performance and demographics Participate in employee education initiatives Play a key role in approximately 15 sales presentations each year Consistently received positive feedback from members of the sales team, plan advisors, and employers for the quality and effectiveness of my sales presentations Recognized in (2011) as one of M&I’s leading Relationship Managers Show less


Wachovia, A Wells Fargo Company
• Relationship Manager

  • 1999 - 2003