Michael Kobbervig , CFP®, CEBS
SVP/Retirement Plan Services Division Manager
The best thing about my position is the diversity of tasks I perform each day. I might work on convincing a company to switch their retirement plan services, then help a participant make an individual retirement plan decision, and follow that up by assisting an internal team member reconcile an issue for a client.
My hobbies and interests include playing basketball, tennis, and golf as well as coaching youth sports.
Investing and wealth management products are not FDIC insured, have no bank guarantee, may lose value, are not a deposit and are not insured by any federal government agency.