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

    Lisa Dollerschell Conwell

    608.826.2904

    MHK Retirement Partners ensures every plan participant is getting the care and attention they deserve.  Our team directly contacts every participant with the aim of offering specific plan education through a scheduled phone call and virtual visit with one of our advisors. Our services provide a best practice method for reaching participants as it offers flexibility for scheduling and also … 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 »