Retirement Plan Services Team

Jeff Anderson, CPFA®

President, BCG 401(k) Advisors

jeff@bcg401kadvisors.com

George Fraser, CRPS, AIF, PPC

Senior Partner

george@bcg401kadvisors.com

Joshua Sorensen, CRPC®

Senior Retirement Plan Consultant

josh@bcg401kadvisors.com

Evan Adams

Retirement Plan Consultant

evan@bcg401kadvisors.com

Dan Nason, CIMA® QKA®

Director, Client Services

dan@bcg401kadvisors.com

Fred Amberg, MS, AIF, PPC, RICP

Senior Retirement Plan Advisor & Partner

fred@bcg401kadvisors.com

Troy Haugen

Senior Retirement Plan Advisor & Partner

troy@bcg401kadvisors.com

Kara Barbieri

Client Manager

kara@bcg401kadvisors.com

Michele Farfan

Senior Client Service Manager

michele@bcg401kadvisors.com

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Investment advisory services offered through Alera Investment Advisors, LLC.

George Fraser: Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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