Broker Check

Team

At SHA Retirement Group, we are an independent firm of like-minded, experienced financial professionals who are passionate about helping organizations pursue their vision of a successful retirement program. Behind every client-partner is a committed team member with extensive industry experience and expertise serving as an extra layer of assistance to the plan sponsor with fiduciary management.

Meet our team:

 

Kelley Snook is the President of SHA Retirement Group. Armed with more than 21 years of experience, he advises 401(k), 403(b), and defined benefit plans for public and private corporations and higher education institutions.

Read more

David Anderson is the Senior Vice President of SHA Retirement Group with more than 22 years of experience. He advises 401(k), 403(b), and defined benefit plans for public and private corporations and higher education institutions.

Read more

Elaine Featherstone is the Vice President of SHA Retirement Group. With more than 30 years of experience in the financial services industry, she is a veteran with significant knowledge and experience working with corporate defined...

Read more

Laura Tessmer is a Senior Consultant with SHA Retirement Group. She joined the firm in 2015 bringing with her more than 15 years of experience in the investment consulting industry. Laura advises 401(k), 403(b), and defined benefit...

Read more

Marvin J. Turner

Senior Consultant and Business Development Specialist

Marvin is a Senior Consultant and Business Development Specialist at SHA Retirement Group and is responsible for Marvin has over 35 years of experience in the financial services industry...

Read more

Jamie Battmer

Lead Portfolio Manager

Chief Economist, Lead Portfolio Manager Prior to joining Bukaty Financial Services Mr. Battmer worked as an analyst at Morgan Stanley and as a fixed income portfolio manager for UMB. Mr. Battmer functions as the lead investment...

Read more

Phil Troyer

Chief Compliance Officer

Phil joined Resources Investment Advisors ("RIA") as VP of Compliance in December of 2013. Before joining RIA, Phil managed a national ERISA law practice and previously served as General Counsel for NRP Financial and NRP Advisors, a...

Read more

Bob Carr is a Financial Consultant with more than 27 years’ experience helping plan sponsors and participants make informed decisions regarding their qualified plans and retirement needs.Bob first entered the financial services...

Read more

Maureen Holmes is the Director of Client Service at SHA Retirement Group. She is responsible for all aspects of developing and delivering the firm’s service model to clients.

Read more

James Cattaneo

Financial Consultant

248-237-3917

Jim Cattaneo is a financial consultant with more than 30 years of experience helping participants and clients make better informed decisions through proper planning. Jim graduated from Oakland University with a bachelor’s degree...

Read more