Why Choose
Stones River Consulting?
Most small businesses are underserved by the retirement plan industry, with much of the personal attention being paid to large companies.
This leaves most small businesses with retirement plans that are wrong for their goals, far too expensive, and with poor customer support when things go sideways.
Stones River Consulting was founded to provide small business with the retirement plans and service normally reserved for the largest companies. We are devoted to working with business owners and their financial advisors to ensure the retirement plans we create:
- Match the business owner’s financial goals
- Give the business owner maximum value
- Provide a powerful benefit to the company’s employees
- Allow the business owner to focus on their company while we handle the plan details
Our Model
At Stones River Consulting, we work with financial advisors to create an ideal retirement plan for small business owners. Our model involves three parties:
- Financial Advisors
- Investment Providers
- The Stones River Consulting team
Our job is to design, document and ensure that all plans are in compliance with the most up to date law. We work with financial advisors to communicate all options available to the client, and to understand the needs of the business owner. In addition, we also work directly with investment providers to keep track of their information and responsibilities, which includes:
- Quarterly Statements
- Record Keeping
- Providing Requested Information… and more!
Meet the Stones River
Consulting Leadership
Our purpose is to serve our clients through custom-fit retirement plans, exceptional service, and a sense of humor. We know small businesses don’t get that kind of attention in the retirement industry, but we’re okay with being a little different.
Chris Oneal
President
“Most small business are under-served and over-billed for their retirement plans”, Chris concluded after 17 years of working in all aspects of the retirement…
Alexis Rhinehart
Relationship Manager
Alexis Rhinehart joined the staff of Stones River Consulting in December 2014. She has over thirteen years of experience in the benefits…
Kasey Brooker
Relationship Manager
Kasey Brooker joined Stones River Consulting as a Relationship Manager in July, 2016. She has over nine years of experience in customer…
MaryAnna Erlandsson
Project Consultant
MaryAnna Erlandsson joined Stones River Consulting in January of 2016 as a project based consultant, bringing over 30 years…
Brooke Sanfilippo
Administrative Consultant
Brooke Sanfilippo joined the staff of Stones River Consulting in October of 2017 as an Administrative Consultant. She is a graduate…
MARY HORN
COMPLIANCE MANAGER
Mary has over 20 years of experience in the retirement plan industry working in…
Stu Routon
Ha been working in the retirement industry since 2009 and joined Stones River Consulting in the fall of 2019.
Maggie
Head of Security and Naps
Since we hired Maggie, coordinated squirrel and mountain lion attacks have gone down significantly.
