Partners
Michael Bauer
Partner, BMR Retirement Group | Sr. Institutional Consultant, Concurrent Retirement
Betsy Meagher
Partner, BMR Retirement Group | Sr. Institutional Consultant, Concurrent Retirement
Mark Rodgers
Partner, BMR Retirement Group | Private Wealth Manager, Concurrent Investment Advisors
Relationship Managers
John Reeber
Financial Advisor, BMR Retirement Group
Matthew Sorisho
Relationship Manager, BMR Retirement Group
John Rajt
Relationship Manager, BMR Retirement Group
Client Support
Katrina Wilson
Sr. Registered Client Service Associate, BMR Retirement Group | Vice President, Compliance Officer, Concurrent Investment Advisors
Wendy Colon
Registered Client Service Associate, BMR Retirement Group
Riley Breitbach
Client Service Associate, BMR Retirement Group
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.