Our Leadership
Mark M. Gutrich, Founder & Managing Director
Mark has worked on and been a trailblazer for virtually all sides of the retirement plan industry since 1991, from retail sales and wholesale distribution to product manufacturing and provisioning of recordkeeping / administration services. Mr. Gutrich served as the Director of Retirement Advisory for Paychex Retirement Services, where he was charged with developing value-added resources for third-party financial advisors. Prior to that Mr. Gutrich co-founded and served as the President & Chief Executive Officer of ePlan Services, Inc. (acquired by Paychex, Inc). Mr. Gutrich received his Bachelor of Arts degree from the University of Puget Sound and has held several securities licenses (Series 6, 7, 24, 63 & 65). He is currently an SEC-Registered Investment Adviser and has completed the Accredited Investment Fiduciary (AIF) program. Contact Mark Gutrich
Schuyler Drummond, Client Relationship Manager
Schuyler has worked in the employee benefits field since 2005, including eleven years focused in the small business retirement plan space. Most recently, Mr. Drummond was a Compliance Analyst for ePlan Advisors where he was charged with administering their Trust and RIA compliance programs. Prior to that, Mr. Drummond performed in Plan Administration and Client Servicing roles for ePlan Services (A Paychex Company). Mr. Drummond received his Bachelor of Arts degree from the University of Colorado and has completed the Accredited Investment Fiduciary (AIF) program. Contact Schuyler Drummond