St. Simon, GA

With over 25 years of experience dedicated to the corporate qualified plan market, Jeff specializes in helping plan sponsors create results driven retirement plans while managing total plan expenses, developing effective employee communication strategies and minimizing fiduciary liability exposure.

A graduate of The Georgia Institute of Technology, Jeff became a Pension Specialist with Lincoln Financial Group. From there, he moved into a Regional Pension Sales position with Pan-American Life, and later to SunAmerica as a Regional Vice President. During this time Jeff founded Retirement Plan Solutions and BenefitsMatrix of Georgia in 1999. Registrations include Series 6, 63, 26, 65 and Life, Health and Variable insurance. He has also earned the Accredited Investment Fiduciary designation from the Center for Fiduciary Studies.

James Vanke has over 20 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment.

At WIA, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management, employee financial wellness, investment selection and monitoring, vendor relationships, plan operations, cost controls, and tax savings.

Financial stress is a major contributor to increased health care costs and absenteeism. As a behavioral finance and financial wellness specialist, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits, and that it will pay dividends in the workplace.

James holds a Master’s Degree in Accounting and a Bachelor’s Degree in Business Administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary.