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intellicents enters the Ohio market
Cleveland, OH – intellicents is thrilled to announce that Brian Forneris has joined the intellicents family as a Consultant - expanding the firm’s national footprint even more with a new Cleveland, Ohio location that will service the surrounding areas of the Great Lakes.
“Brian is just the perfect fit to join our intellicents family and head up our new Ohio office,” commented Grant Arends, Co-Founder and President of Retirement Services at intellicents. “Brian’s previous experiences and success as a recordkeeper and now an advisor - coupled with his experience and success as a leader - make him the perfect person to lead our expansion efforts in the Cleveland area.”
From 1974 to 2015, intellicents provided both recordkeeping and advisory services. “Though intellicents solely works in the advisor space today, our decades of experience as a recordkeeper provides a level of intellectual capital that sets our consulting services apart from other advisors who have never formally been tasked with the intense and complex services that recordkeepers provide,” stated Arends. “Brian totally gets that, which will differentiate him immediately as a leading advisor. Clients will be working with an expert that understands all facets of their retirement plan which will lead to innovative and successful outcomes for plan sponsors and their participants.”
Brian brings over 20 years of experience in all aspects of retirement plan consulting and financial services. He came to intellicents from Securian Financial where he was the Regional Vice President of Sales. As a Consultant at intellicents, he’ll now identify and engage retirement plan sponsors + individuals who will benefit from the intellicents retirement plan and personal financial planning solutions in the Great Lakes area.
“I am both impressed and excited that the intellicents approach views ‘employee benefits decisions’ as more appropriately personal financial planning decisions,” commented Forneris. “This focus on a planning-based approach likely leads to better and more successful outcomes for clients relative to their personal goals and for ALL - not just the top 1%. intellicents’ core values of quality, innovation, courage, passion, and collaboration are disrupting the retirement plan and personal financial management experience in a smarter way. Great technology utilized as a supplement to meaningful in-person service and decades of experience in retirement plan administration, retirement plan recordkeeping and Personal Financial Management create an offering that is truly unique.”
intellicents is reimagining financial services for employers and individuals. Through fiduciary retirement plan services for plan sponsors and participants, personal financial management, corporate financial wellness – planning services, and group insurance consulting they are paving a smarter way for the American worker and their employer.
With headquarters in Eden Prairie, Minnesota*, and branch offices in Albert Lea, MN; Pella and Lake Mills, Iowa; Overland Park and Lawrence, Kansas; Tacoma, Washington; Golden, Colorado; Southlake, Texas; and Cleveland, OH, they serve over 350 employers, with over 51,000 participants, and over $4.5 billion in retirement and another $1 billion in personal financial planning assets under management and advisement.