:: Jason Carpenter CRPS, QKA
President, RetireAmerica
(Nashville Region)
JCarpenter@LNC.com
(615) 467.7090 (ext. 119) Office
(615) 846.6680 Fax

Areas of Expertise:

Qualified Plan Design Analysis & Review
Qualified Plan Administration
DOL/IRS & ERISA Regulations

Biographical Information:

Jason has spent his entire career working with qualified retirement plans. After graduating from Lipscomb University, Jason became the Regional Pension Manager for the TN/KY region of Lincoln Financial Advisors. Jason has assisted in establishing over 500 retirement plans in his career. Jason is active in ASPA, the Employee Benefits Council, the Nashville Area Red Cross, and Agape.

:: Lee McGroarty
Retirement Plans Consultant
(California Region)
LMcGroarty@LNC.com
(949) 474.6839 Office
(949) 756.2624 Fax
18400 Von Karman, Suite 500
Irvine, CA 92612

CA Insurance License: 0820553
Insurance offered through Lincoln Financial and Insurance Services Corp., and other fine companies.

Areas of Expertise:

Qualified Plan Design Analysis and Review
Investment Review

Biographical Information:

Lee has been involved pension industry exclusively for the past 14 years. During his career, Lee has developed dozens of retirement plan solutions for small and medium-sized companies. Lee began his investment career in Hartford, CT with Phoenix Equity Planning Corporation, a mutual fund company. Lee was transferred to California and spent nine years with Aetna Investments managing a number of Aetna’s largest retirement plans with assets under management totaling $250 million. Since 2000, Lee was the Director of Retirement Plans for the Orange County office of Lincoln Financial Advisors before joining RetireAmerica. He has his NASD Series 7, 6, 63 and 65 registrations and is California Life and Disability licensed. Lee is married to his wife, Lisa and has two daughters, Delaney and Macy.

:: Larry Goldstein CLU, CHFC, RHU, REBC
Pension & Retirement Plans Consultant
(Arizona Region)
Lgoldstein@LNC.com
(602) 744.5813 Office
(602) 258-2656 Fax
Madison Square II
5343 N. 16th Street, Suite 400
Phoenix, AZ 85016

Areas of Expertise:

Comprehensive Benefit Plans
Group Health Insurance Implementation & Servicing

Biographical Information:

Larry has been a specialist in Employee Benefit Plans since 1991. After joining Lincoln Financial Advisors in 1993, his practice has grown to include Pension and Retirement Plans that benefit the employer as well as the employees. Larry’s commitment to “superior service” and his detail-oriented approach has helped many of the LFA planners to leverage their own time while still providing the best resources available to their clients. In addition to his current designations earned at the American College, he is currently pursuing the Chartered Retirement Plan Specialist designation.

:: Linda Harlow QKA
Retirement Plans Consultant
(Ohio Region)
LLHarlow@LNC.com
(513) 745.7049 Office
(513) 745.7005 Fax
8044 Montgomery Road, Suite 400 W
Cincinnati, OH 45236

Areas of Expertise:

Qualified Plan Design & Analysis
DOL/IRS & ERISA Regulations
Fiduciary Issues

Biographical Information:

Linda began her career in 1990 as a Human Resources Manager after completing her education at the University of Cincinnati. In 1994 Linda joined the law firm Katz, Teller, Brant & Hild, LPA as an Employee Benefits/ERISA Consultant. During her tenure at the law firm, Linda designed and consulted on over 500 retirement plans and represented dozens of employers in governmental agency audits. Linda left the law firm to direct the retirement plan services division of a major Northern Kentucky insurance agency, in 1999, where she gained experience in the various investment products available to retirement plan participants. A lifelong resident of Greater Cincinnati, Linda holds a Series 6 and 63 License, she is active in the Chamber of Commerce and she is a member of the American Society of Pension Actuaries holding the designation, Qualified 401(k) Administrator, or QKA.

:: Clint Campbell MBA, CRPS
Retirement Plans Consultant
(Texas Region)
CCampbell@LNC.com
(210) 341-1515, Ext. 121 Office
(210) 341-4858 Fax
7330 San Pedro Ave., Suite 500
San Antonio, TX 78216

Areas of Expertise:

Qualified Plan Review & Analysis
Investment Review & Due Diligence

Biographical Information:

Prior to joining RetireAmerica, Clint spent several years as a senior investment associate at a NASD member brokerage firm. Earlier in his career, Clint worked for Fidelity Investments, one of the largest 401(k) providers in the country, where he learned in and outs of qualified plans. He received his MBA in Finance from the Cox School of Business at Southern Methodist University in 2001 and earned his BBA at Texas State University in 1996. In addition, he holds the NASD Series 7, 24, 63 and 65 registrations as well as the Texas Life & Health certification. Clint is a Chartered Retirement Plans SpecialistSM through the College of Financial Planning and is currently pursuing the Certified Financial Planner® designation.

:: Mark Janowiak CHFC, RFC
Retirement Plans Consultant
(Florida/Georgia Region)
MJanowiak@LNC.com
(904) 354-3726 Office
(904) 356-3254 Fax
One Independent Drive, Suite 2901
Jacksonville, Florida 32202-5023

Areas of Expertise:

Qualified Plan Review & Analysis
Compliance & Regulatory Issues

Biographical Information:

Prior to joining RetireAmerica, Mark spent several years as the regional director of compliance and as a planner in North Florida. He started his career with Lincoln Financial Advisors in the Atlanta Office in 1996, where he worked in the 403(b) & 401(k) market. Prior to that Mark was a CMO portfolio manager and a stint as a compliance auditor for Bank of America. He earned his BS at Penn State University in 1985. He holds the NASD Series 7, 24, 63 and 65 registrations along with Florida and Georgia Life & Health licensed.

:: Alan Johnson CFP®
Retirement Plans Consultant
(Salt Lake City Region)
alanj@lnc.com
(801) 290-4700 Office
(801) 290-4701 Fax
5373 S Green Street, Suite
Salt Lake City, UT 84123

Areas of Expertise:

Qualified Plan Design Analysis and Review
Employee Education
IRS & DOL/ERISA Regulations

Biographical Information:


Biographical Information:

Alan entered the financial planning profession in 1981 as a financial advisor with Primerica Financial Services. He joined Lincoln Financial Advisors in 1991 where he continued helping individuals and business owners develop, implement, and maintain a comprehensive financial plan, with an emphasis on retirement and estate planning. Alan received his Certified Financial Planner (CFP®) designation in 1993 from the Certified Financial Planner Board of Standards, after completing the CFP Professional Education Program at the College for Financial Planning in Denver, Colorado. He holds a series 7, 24, 63 and 65 securities registration with the NASD and is licensed to conduct business in the states of Utah, Idaho, Wyoming, California and Nevada. Alan specializes in the qualified retirement plan market by implementing new plans for small/medium size businesses and reviewing existing retirement plans for possible improvements. During his career, he has helped develop dozens of retirement plan solutions for a variety of employers. Alan is married to his wife Julie and they have four children.