Mary Jo on the Benefits of Pooled Employer Plans

Our president, Mary Jo Innis, was recently featured in Fiduciary News’ article, ‘3 Ways Pooled Plans Free Up 401k Plan Sponsors’ Time.’ In the article, Mary Jo shares her insights on how pooled employer plans (PEPs) can significantly reduce the...

Mary Jo featured in the Nashville Business Journal

Congratulations to our President Mary Jo Innis for the feature in the Nashville Business Journal! 🎉 We are incredibly proud to have her share insightful tips on financing your next property and building an investment portfolio. 🏡💼Check out the full article here!...

Mary Jo Innis: 2017 Women of Influence* Video

https://www.youtube.com/watch?v=s4LDcsbGWZM * The 2017 Women of Influence are chosen by the Nashville Business Journal. Nominees are judged based on professional accomplishments, community involvement, nomination strength and judges’ choice. Disclaimer: The video...

Congratulations Mary Jo!

We wanted to take a second to congratulate our President, Mary Jo Innis, on becoming a 2017 Nashville Business Journal Woman of Influence*. Linked Below are some of the NBJ Articles featuring Mary Jo....