Plan confidently. retire boldly.

Each person has unique goals, interests, and ambitions that help shape their retirement plan. You deserve a plan that's built for you with an expert to help you along the way. Because when you plan confidently, you can retire BOLDLY.

Talk with a Retirement Expert

Turn to the Retirement Experts®

The path to retirement looks different for everyone. Someone who started saving at 16 and someone who started saving at 55 can both have a fulfilling retirement. The plan used to get there will be as unique as each of their lives and goals. That’s where our Retirement Experts come in. They'll fill the knowledge gaps and work alongside you to customize the plan so it's uniquely...you.

Whether you're just getting started, growing your plan, or living in your golden years, we can offer you hands-on financial guidance, assistance with specific goals, or a simple second opinion.

  • Rollovers & Transfers
  • Traditional / Roth IRAs
  • When to Retire
  • Budgeting in Retirement
  • Social Security Strategies
  • Sustainable Retirement Income
  • Estate Planning
  • Beneficiary Options
  • Succession Planning
  • 401(k) / 403b / SEP, and other
    business retirement plans

EXPERIENCE + EDUCATION = EXPERTISE

Our Retirement Experts have nearly 250 years of collective banking experience. We believe in a team approach to retirement planning, meaning you benefit from the expertise of all of our Retirement Experts.


  • 7 Certified Trust & Fiduciary Advisors (CTFA)
  • 4 Certified IRA Services Professionals (CISP)
  • 3 CERTIFIED FINANCIAL PLANNER™ Professionals
  • Aron McDonald, CFP® •
  • Paul Aftanas, CFP® • Sam Hofer, CFP® • Michael J. Kolasa CFP®
  • 1 Attorney
  • 2 Chartered Life Underwriter® (CLU®) Professionals
  • 1 Accredited Investment Fiduciary
  • 1 CFA Charterholder (Chartered Financial Analyst)
  • 1 Chartered Advisor of Philanthropy (CAP)
  • 1 Chartered Financial Consultant® (ChFC®)
  • 1 Chartered Advisor in Senior Living® (CASL®)
  • 1 Retirement Income Certified Professional® (RICP®)
  • 1 Long-Term Care Professional (LTCP)
  • 1 Financial Paraplanner Qualified ProfessionalTM (FPQP®)
  • 1 Certified Fiduciary & Investment Risk Specialist (CFIRS)
Meet The Retirement Experts

Retire Boldly with a plan that's uniquely YOU.

Out of the box solutions work for a quick weeknight dinner, but for a retirement plan, you want it made from scratch. The Retirement Experts work together with you to make sure your retirement can check the boxes YOU want checked. They'll get to know your life, interests, goals, and any other info you want to share. The goal is transparent communication and a long-term professional relationship to get you to retirement your way.

Meet Our Retirement Experts