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.
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.
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.
Jana Cooper
Director – Operations
Jana has experience running complex organizations. As the Director – Operations, she understands the intricacies of Endeavor Retirement as well as how to meet the needs of our clients and partners. Jana is excited to support the team as well as our flagship solution, Navigator, to help advisors grow their businesses and support existing clients with retention efforts.