Seasoned Financial Professional, Michael Schessler, to Drive Sales and Consulting in NY and Northern NJ
APPLETON, WIS. (November 16 , 2022) – The Retirement Advantage, Inc. (TRA), an industry-leading national retirement services company is pleased to welcome Michael Schessler to their Regional Sales Consultant team. Schessler will be providing retirement plan consulting services in New York and Northern New Jersey, and will report to Darin Erdmann, TRA’s National Sales Manager.
Schessler will be partnering with financial advisors and wholesalers in this area to design and implement optimal retirement plan concepts for privately held businesses.
“This is a great time to join TRA, with several new initiatives, products and services in place, all of which align with this ever-growing market,” said Schessler. “I am excited to be part of the team and honored to work for such a well-respected company in the retirement plan industry. I look forward to working with my partners and clients in helping them find the best solutions that will benefit their business.”
Schessler has worked in the financial and retirement plan industries for more than 20 years and has developed deep advisor and wholesaler partnerships along the way. Most recently, Schessler was a retirement plan consultant with Farmer and Betts, Inc..
We are delighted to add an experienced and accomplished professional to the TRA team,” said Erdmann. “With his background as a retirement plan consultant, Michael will enhance the service and support we’re able to provide to our advisors and plan sponsors in the region. We are confident that his experience, leadership and ability to establish successful business partnerships will help TRA to increase retirement readiness for more U.S. employees.”
Schessler has his Certified Plan Fiduciary Advisor (CPFA) as well as FINRA Series 6, Series 63 and 65 licenses.