Please join us in welcoming Becky McMillen to the Everhart Advisors team!
Becky will be joining us as a Retirement Plan Services Manager. She has worked in the financial industry for 24 years, with the last 21 years dedicated exclusively to retirement plans. Becky has extensive experience with 401(k), profit sharing, money purchase pension, employee stock ownership, defined benefit, master trusts and health and welfare plans. She has worked closely with clients on plan design, administration, investments, compliance, fiduciary responsibility and ERISA regulatory matters.
Becky will be working closely with our relationship managers and consultants to deliver exceptional service and support to our clients.
Becky has a Bachelor of Science in Accounting from Franklin University. She has her series 6 license and holds a State of Ohio Insurance license.
Becky resides in Hilliard with her husband, Jim and three sons, Justin, Tyler and Jacob. Becky and Jim support Pelotonia and have participated as bike riders.
We are very excited to have Becky join our growing team!
This material is provided for informational and educational purposes only. You should not assume any discussion or information contained in this newsletter serves as the receipt of, or a substitute for, personalized investment advice. Due to various factors, including changing market conditions and/or applicable laws, the content of this newsletter may no longer be reflective of current opinions or positions. Please remember that past performance may not be indicative of future results. There can be no assurance that any specific investment, investment strategy, or product will be profitable, equal past performance, or be suitable for you. Contact Everhart Advisors in writing if there are any changes in your personal or financial situation or investment objectives that would be material to our evaluating our previous recommendations, or if you want to add or modify any reasonable restrictions on your account.
This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax, or other professional advice. The services of an appropriate professional should be sought regarding your individual situation.
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