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Deals & People February 9, 2015
Pensionmark Expands into Louisiana
With the affiliation of John Carroll and his new company, Wellspring Advisor Group LLC, Pensionmark Retirement Group has opened its first office in Louisiana.
Reported by PLANADVISER staff
Pensionmark Gulf Coast, in Alexandria, Louisiana, allows Carroll, its managing director, to grow and expand in depth of services offered, while continuing to provide current clients with personalized and unbiased retirement plan guidance.
Carroll has nearly 30 years of experience in the retirement plan and financial industry. Wellspring Advisor Group LLC will provide fee-based retirement plan services to privately owned professional service firms, as well as retirement planning and wealth management services to business owners. Current clients include physicians, lawyers and accountants, mainly in Louisiana and Mississippi.
Troy Hammond, president and chief executive of Pensionmark, cited Carroll’s vision, experience and commitment to excellence as being a perfect fit for Pensionmark’s culture.
The Pensionmark Retirement Group network, headquartered in Santa Barbara, California, represents 37 regional locations across the country with approximately 2,000 corporate clients.