Our Team
Bonnie Treichel, JD
Founder and Chief Solutions Officer
Bonnie’s passion is sharing her knowledge with financial advisors. When she founded Endeavor Retirement, her goal was to make retirement legislation easy to understand. She keeps advisors up to date on the rules and regulations through her webinars, presentations and consultation. The result — advisors and consultants help more people access their retirement savings.
Nevin E. Adams, JD
Chief Advisor Strategist
Nevin is the former Chief Content Officer and Head of Retirement Research for the American Retirement Association. At Endeavor Retirement, he supports the team and its clients by developing resources for advisors, plan sponsors and participants and coaching advisors to achieve the best outcomes for their clients.
Christine Masoni
Head of Advisor Success
Christine plays a pivotal role in ensuring that advisors are equipped with the tools, resources, and support they need to succeed. She is dedicated to enhancing relationships with advisors and plan sponsors by providing support and guidance related to the complexities of running retirement plans. Christine leverages her expertise from years of working for one of the largest recordkeepers to drive advisor and client satisfaction. Christine’s proactive approach and commitment to excellence make her a trusted advocate for both advisors and plan sponsor clients at Endeavor Retirement.
Chris Simmers
Director – Compliance
Chris understands the challenges of compliance after years of working both as a regulator, and for regulated entities. He applies his knowledge to ensure clients’ supervisory and compliance programs run smoothly. His specialty is easy-to-implement solutions. He also helps with FINRA, SEC and DOL compliance.
Molly Treichel
Chief of Staff
Molly helped launch Endeavor Retirement after years at a large financial services firm. She manages the team’s day-to-day activities and operations with clients and partners. As training and community engagement have grown to be a core pillar of Endeavor Retirement, Molly leads the team’s programs both internally and externally.