1.866.949.4015

Our Expert Teams

  • Retirement Plan Consulting Services

    Ashley Haubrich

    608.826.2901

    Our Retirement Plan Consulting Services Department delivers a multi-pronged approach to service. These services are facilitated by Ashley Haubrich, Retirement Plan Service Manager, and her team. Powered by Standard of (k)are™, Ashley’s team facilitates scheduling boardroom and breakroom meetings, preparing for these meetings with our proprietary process, and facilitates service delivery based on outcomes from these meetings. Our boardroom and … more »

  • Participation Outreach and Education Services

    Martin Johnson, Outbound Services Coordinator

    608.826.2903

    Our Outreach Team, MHK Retirement partners ensures every plan participant is getting the attention and care they deserve as part of our best practice method. The Service Center, coordinated by Martin Johnson, Outbound Services Coordinator, directly contacts every participant via phone and email with the aim of offering specific plan education through a scheduled phone call and virtual visit with … more »

  • Private Wealth Management Services

    Shannan Bowers

    608.826.2892

    The Private Wealth Management team, facilitated by Shannan Bowers, Senior Relationship Manager, utilizes our experience in retirement plan consulting to work with individual clients. Our proactive service model and team approach enable us to anticipate client needs and assure that financial goals are addressed. From MHK Retirement Partners investment committee meetings and model management to financial planning, we strive to make … more »