STAFF MEMBER CONTACT

Due to business growth and the number of new clients we accepted into the practice in 2004, we’ve added staff to better serve you. Please contact the appropriate person using the follow extensions for the best response to your needs.

Sandy Samuelsen, Securities Transactions: Ext. 107 – Contact Sandy for securities and investment processing of new investment accounts, transactions status, transfers, withdrawals additional deposits, and all other general investment servicing issues. You can E-mail Sandy at, This email address is being protected from spam bots, you need Javascript enabled to view it .

Keith Elder: Ext. 112 – Contact Keith for investment allocation information on your accounts including tax related issues, investment allocations, financial planning, and other technical and investment information. You can E-mail Keith at This email address is being protected from spam bots, you need Javascript enabled to view it .

Jessica Culpepper: Ext. 103 – Contact Jessica for Financial Planning and Tax Preparation services. Jessica may also be able to answer many questions related to Financial Workshops available for your company or agency.

KMBZ 980 AM – “THE BOTTOM LINE” Radio Show

Retirement Plus, Inc. and Financial Workshops, LLC will sponsor a new radio talk program called “The Bottom Line.” This new and innovative program will provide sound financial guidance for everyone, regardless of their age and stage in life. The program will be hosted by Randy Hallier, CFP®, president of Retirement Plus, Inc. and Financial Workshops, LLC.

Tune in to KMBZ 980 AM Saturday afternoons at 2:00 p.m. to hear the bottom line on financial issues we all face today.