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.
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.
Director – Retirement Plans
Adrian uses his experience as a retirement consultant and investment director to help retirement plan advisors become more efficient, compliant and marketable to plan sponsors. He relates to advisors by utilizing expertise in governance, plan design, fee analysis and vendor searches. In addition, his background as an analyst taught him the complexity of prudently selecting and monitoring investments, including QDIAs and new-to-market initiatives.
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.