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Deals & People February 15, 2011
SageView Expands to Nebraska and Iowa
SageView Advisory Group has hired Jason Smith and Jodi Macleod to work in its newly created Omaha, Nebraska, office.
Reported by Nicole Bliman
Smith and Macleod are joining SageView from Tagge*Rutherford Financial Group. Smith has 18 years of industry experience and has been with Tagge*Rutherford since 1996. His team is responsible for approximately 75 corporations with more than $250 million of assets in qualified and nonqualified plans. Their primary expertise is the consultation and fiduciary compliance of retirement programs for various plan sponsors. His team also coordinates educational seminars and ongoing communications to plan participants.
MacLeod has 12 years of industry experience and for the last four years, she has specialized in retirement programs. At Tagge*Rutherford, she coordinated investment analysis reporting for clients and prospects, as well as provided continuous customer support.