BRUCE MACOMBER
Director of Retirement Income



Meet The Retirement Income Team


Meet our team members who want to come alongside you on your financial journey and put your mind at ease.

Together, this team is immensely passionate about creating smart financial plans for you!

It all starts with a financial discovery with you. After that, we help analyze your personal financial situation — income, expenses, liquidity needs, and retirement goals — and then help you create a retirement income plan that is unique to your situation.

Now you can put faces with names of the great people comprising our team!

We are so excited to get to know you!

Rebecca Kelderman
Office Admin

Lance Kelderman
Director of Case Design

Stephen Roellin II, CFP
Advanced Planning Specialist

Myron Dill
Director of New Business

Susan Sheehy
Seminar Marketing Specialist

Misty Harris
Marketing Coordinator