Home | News | Walsh Duffield Joins Strategic Retirement Partners

Walsh Duffield Joins Strategic Retirement Partners

  1. Joanna McCarthy Joins Walsh Duffield
  2. Congratulations Lisa, Alison, Alanna
  3. Walsh Duffield Hires Kayleigh Vara
  4. Walsh Duffield Hires Karen Peterson and Alison Scaringi
  5. Aubrey Gerber Joins Walsh Duffield Team
  6. John C. Travers, Jr. is honored with YMCA Lifetime Service Award
  7. Walsh Duffield Hires John Brady and Timothy Stanton
  8. Mark Stuewe Retires
  9. Walsh Duffield Joins Strategic Retirement Partners
  10. Charmaine Derenda Recognized as "Claims Professional of the Year"
  11. Congratulations Jodi and Karen
  12. Rochester Team Moves to Culver Road Armory
  13. Marie Story Recognized Nationally by WELCOA
  14. Congratulations Justine and Sarah
  15. Welcome Alanna Thomas
  16. Casey Higgins Joins Group Benefits Division
  17. Justine Schaper hired as Account Executive
  18. 2016 Benefits Seminar
  19. Walsh Duffield Hires Sarah Willer
  20. Commercial Lines Recognition
  21. Welcome Don Allen Agency
  22. 2016 Wellness Award
  23. Safeco Make More Happen Award
  24. New ProACCESS Office at Innovation Center Supports Entrepreneurs’ Growth
  25. Group Benefits Team Focuses on Education
  26. Best Places to Work 2016
  27. Plan Sponsors of the Year Finalist
  28. CIC Recognizes Jack Walsh for 20 Years of Leadership
  29. Walsh Duffield named to Kemper's Inner Circle
  30. Welcome Barry York Agency
  31. Walsh Duffield Hires LindsayVarga
  32. Marie Story featured in Business First
  33. Wawro's Warriors
  34. City of Good Neighbors Corporate Donation Drive
  35. Investment Monitoring
  36. News Archive
  37. Benefits Seminar 2015
  38. Walsh Duffield Designated ADA Health Champion
  39. MOW Corporate Volunteer

Walsh Duffield’s Christopher Kempton and Lisa Petronio have joined forces with Strategic Retirement Partners (SRP), a national retirement plan consulting firm.  The two currently manage Walsh Duffield’s retirement plan consulting business, and will be focused on growing the existing practice in collaboration with SRP.

As SRP’s Managing Directors for Upstate New York, Kempton and Petronio are the only local advisers who have access to the expanded resources that SRP offers to clients. Upstate New York will be SRP’s fourteenth location nationally. SRP brings a team of specialists who are dedicated to virtually every type of retirement plan, including: 401(k), 403(b), defined benefit pension, ESOP, 457, Taft-Hartley and non-qualified deferred compensation plans.

“We are excited to bring national retirement consulting resources to Western New York,” explained Petronio.  “This collaboration will allow us to better serve our local plan fiduciaries and drive better outcomes for retirement plan participants.”

The pair will begin offering their services to Walsh Duffield clients through SRP immediately. Walsh Duffield’s decision to partner with SRP is part of a strategy for growth locally, with the intention of remaining an independently owned insurance agency, as it has been for over 160 years.

Strategic Retirement Partners is a nationwide independent retirement plan consulting services firm dedicated to providing guidance in decision-making and problem solving to employers and sponsors of retirement plans. With offices from Coast to Coast, Strategic Retirement Partners was recently named one of Plan Adviser’s top 100 retirement plan advisers, and currently consults on over 475corporate and non-profit plans representing the retirement aspirations of tens of thousands of employees.

Walsh Duffield Companies, Inc. has been offering insurance solutions to individuals and businesses since 1860. With over 100 employees, Walsh Duffield maintains offices in Rochester, Buffalo, Avon and Medina.  While offering a variety of personal and commercial insurance products to clients across the region, Walsh Duffield continually strives to provide advice, education and guidance to manage risk and deliver group benefits to keep individuals safe and well.

Kempton is the Director of the Group Benefits Division at Walsh Duffield, responsible for working with business clients to design and implement retirement and employee benefits packages. He is a Certified 401(k) professional and holds his Series 6 (Investment Company Products/Variable Contracts Limited Representative), Series 63 (Uniform Securities Agent State Law Examination), and Series 7 (General Securities Representative) licenses. Kempton obtained his MBA in finance from Canisius College.
As Vice President, Petronio manages the retirement plan solutions division of Walsh Duffield, which offers consulting services related to fiduciary review and education, investment analysis, vendor benchmarking, compliance assistance, and participant education.  She holds her RICP® (Retirement Income Certified Professional®) designation.

Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Strategic Retirement Partners or Walsh Duffield.

News  |  Home  |  Locations  |  Contact Us  |  Industry Links Trusted Choice
Powered by QuantumCMS
Web design and CMS by Algonquin Studios.