Wealth & Pension Services Group, Inc. based in Atlanta, GA, has brought on two new team members, Joe Clagg and Dustin Mendenhall, both of whom will open the firm’s first office location in Indianapolis.
“We are pleased Joe and Dustin have joined the WPSG team. Both share a strong commitment to client relationships and providing the highest level of service and care. Along with their diverse experiences, they will help us provide an added layer of insight and service to our clients,” says Bill Kring, President of Wealth & Pension Services Group.
Joe Clagg joins the team after working for many years at Charles Schwab as a Financial Consultant Assistant and Registered Representative. During his tenure, he specialized in educating clients on market trends and analysis, cash management, and portfolio construction. Joe joins the firm as an honest and integral member of the team, providing superior service and showing firsthand how dynamic, transformative, and fun investing and planning can be.
“We are deeply passionate about financial planning and investments, and we couldn't be more excited to partner with Wealth and Pension Services Group. We look forward to sharing this passion, and creating meaningful relationships with our clients,” Joe shares.
Dustin Mendenhall joins Wealth & Pension Services Group after serving as the Director of Financial Planning for an Indianapolis firm, where he created and delivered complex financial plans for high net worth and high income individuals. He has also previously worked as an advisor with Edward Jones, specializing in providing financial planning, portfolio construction, and investment advice to clients.
As Dustin explains himself, “I am truly passionate about financial planning and wealth management, and I strive to inspire my clients to reach and exceed their financial goals. I am so pleased to have joined a team that shares this passion of mine.”
With the newest branch office in Indiana, Wealth & Pension Services Group now has offices in four states, serving clients residing in over thirty states.
ABOUT WEALTH AND PENSION SERVICES GROUP
Wealth and Pension Services Group is an independent SEC-registered investment advisor. WPSG provides comprehensive wealth management advice, portfolio management, and insurance services. Wealth and Pension Services Group also has a dedicated corporate retirement benefit arm, 401kProAdvisor that seeks to improve retirement plan outcomes for Participants while lowering costs and providing consultative fiduciary services to Plan Sponsors. WPSGI currently manages assets in excess of $300 million, assisting individuals, families, and institutional clients in multiple states. For more information and to learn how Wealth and Pension Services Group can help you or your business, please visit www.wealthandpension.com. Call our office anytime at 770.333.0113 x106 or email [email protected].