PLANADVISER - May/June 2018 - 41

Are you a GRPAA Member?
GRPAA memb e R
GRPAA memb e R
Andrew DeGroat
f i Rm
WhartonHill Advisors
Loc At i on
Fort Washington, PA
27
y e AR s i n t h e bus i n e s s
R e A s on foR j o i n i nG
After having been part of the original NRP
proccess of attempting to build a true bestin-class
home for retirement plan advisors,
GRPAA has succeeded in offering plan
advisors a platform that allows us to offer
innovative & cost effective solutions to our
plan sponsor clients.
P Roude s t Ach i e v eme n t
Not only surviving as an independent firm
for 20 years but thriving in a marketplace
that had been historically dominated by
the larger wirehouse firms. Clients genuinely
fAm i Ly
My wife Michele and I have 3 kids. Nate,
Megan and Abby.
want local, honest independent advice & I
think we have proven over the years to be a
far better alternative than these larger firms.
Pete Peterson
f i Rm
VisionPoint Advisory Group
Loc At i on
Dallas, TX
18
y e AR s i n t h e bus i n e s s
R e A s on foR j o i n i nG
Our GRPAA partnership gives us the resources
to provide a best-in-class financial
industry & an opportunity to share knowledge
& ideas with some of the premier
retirement groups in the country.
P Roude s t Ach i e v eme n t
By far my proudest achievement has been
watch her grow into an amazing scholar
and athlete.
fAm i Ly
I've been lucky enough to be married to
my beautiful and talented wife Stacey
for 17 years. Our daughter Faith enjoys
playing select softball & soccer and is
an avid reader in her spare time.
GRP Advisor Alliance
(949) 359-0031
(with the help of my wife) being able to help
guide my 11 year old daughter Faith and
wellness program, access to some of the
most competitive investment options in the

PLANADVISER - May/June 2018

Table of Contents for the Digital Edition of PLANADVISER - May/June 2018

Key Partnerships
Clean Shares' Popularity
The Retirement Purse
The Power of Hosting Events
A New Best Interest Model
Limited Liability of a Trustee
Rollover Recommendations
PLANADVISER - May/June 2018 - C1
PLANADVISER - May/June 2018 - FC1
PLANADVISER - May/June 2018 - FC2
PLANADVISER - May/June 2018 - C2
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PLANADVISER - May/June 2018 - Key Partnerships
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PLANADVISER - May/June 2018 - 41
PLANADVISER - May/June 2018 - Clean Shares' Popularity
PLANADVISER - May/June 2018 - 43
PLANADVISER - May/June 2018 - The Retirement Purse
PLANADVISER - May/June 2018 - 45
PLANADVISER - May/June 2018 - 46
PLANADVISER - May/June 2018 - 47
PLANADVISER - May/June 2018 - The Power of Hosting Events
PLANADVISER - May/June 2018 - 49
PLANADVISER - May/June 2018 - A New Best Interest Model
PLANADVISER - May/June 2018 - Limited Liability of a Trustee
PLANADVISER - May/June 2018 - Rollover Recommendations
PLANADVISER - May/June 2018 - C3
PLANADVISER - May/June 2018 - C4
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