Get to Know Your RPA Client Support Specialists
Whether you’ve called the RPA office, met with one of our advisors, or simply seen our logo in your orientation packet, please know that as your RPA Client Support Specialists, we are readily available to support you with any questions you have regarding your retirement plans. When you call our office, you will always get a live person to help you!
As employer-sponsored retirement plan benefits and individual retirement accounts specialists, some areas where we may assist you include:
- Facilitating your retirement plan enrollment
- Scheduling your appointment with a financial advisor
- Establishing online access to view your account(s)
- Listing beneficiaries on your accounts – it’s best practice to update these every few years
- Making account updates such as address changes
- Assisting with general account inquiries
We are a group of four team members, in order from left to right:
Shelly Pajer is our team’s newest member. With a 15-year tenure in the restaurant industry, Shelly brings a passion for customer satisfaction. She is committed to creating memorable experiences for clients and colleagues. In her free time, she enjoys attending her children’s sporting events and watching true crime documentaries.
Andrea Weis is a graduate of Missouri State University and worked in marketing and advertising for 10 years prior to joining team RPA. She has been with the firm for five years and brings a sincere love for helping clients. Andrea has two teenage children and enjoys cheering on their high school sports teams.
Sharon O’Connor brings 20 years of customer service experience to the team. She has a background supporting unions’ medical insurance, which brings unique problem-solving skills to the table. Sharon has lived coast to coast and everywhere in between. She has two grown children and loves traveling with her husband and spending time with her granddaughter.
Jenn Dempsey is a graduate of a local St. Louis College and worked in Social Security disability law for 10 years before coming to RPA. She has been with the firm for seven years. Jenn has three children and enjoys attending their sporting events.
Please contact a Client Support Specialist at ladlietrachsel@retirementplanadvisors.com or 636.278.5457.
We look forward to working with you!
Learn more about RPA’s St. Louis Regional Office.