Vice President of Distribution, Retirement Plan Sales
Steve Chappell has more than 20 years of experience in financial services, focused on retirement plans. He manages national distribution relationships with advisor firms and third party administrators and leads distribution strategy for Pooled Employer Plans and Advisor Managed Accounts. Chappell holds FINRA Series 7, 66 and 24 securities licenses and Accredited Investment Fiduciary® and Retirement Plan Associate designations. He graduated with a bachelor of arts degree from the University of Minnesota.