Meet the Presenters: IFAM Capital
Meet the Presenters: Marta Hurst, Jeff Gordon, Bryce Sowitch, Kim Jardine
Marta Hurst, Partner with Fiduciary Wise
Jeff Gordon, Partner, IFAM Capital
Bryce Sowitch, Partner, IFAM Capital
Kim Jardine, Chief Compliance Officer
The ICBSD has an exciting new benefit available to bank members thanks to IFAM Capital. During the 2022 ICBSD Black Hills Retreat, the IFAM Capital team will be presenting on this exclusive new member benefit!
Presentation Synopsis: 401k Plans: The ICBSD Advantage
With an eye towards small businesses, the SECURE Act allows for separate businesses to participate in one retirement plan. This has several advantages including the ability to band together for pricing power from a plan perspective. In a prior form, Multiple Employer Plans (MEPs) provided pricing benefits but came with significant drawbacks including the inability to customize the plan from one company to another. Come and learn about this great new benefit available to you through ICBSD.
Meet the Presenters: Marta Hurst, Jeff Gordon, Bryce Sowitch and Kim Jardine
Marta Hurst is a Partner with Fiduciary Wise. With over 17 years of industry expertise she has worked with Financial Advisors and business owners to consult on a variety of qualified plan matters. Hurst uses her knowledge of retirement plans as well as plan sponsor goals to provide meaningful design recommendations, plan feature alternatives and fiduciary outsourcing options.
Jeff Gordon started his career in 2007 at Merrill Lynch after serving as a Congressional staffer for a former South Dakota Governor. Jeff has been at IFAM Capital since its inception in 2014 and focuses on serving high net worth individuals and families. A graduate of the University of South Dakota, Jeff is also a Certified Private Wealth Advisor® designee. Jeff and his wife Annie are lifelong residents of Sioux Falls and have three children together. Together they enjoy all things outdoors including fishing, camping, and running.
Bryce Sowitch has held various positions servicing and consulting with retirement plans during his career. Initially, he was an advisor with a large brokerage firm, then as a Regional Sales Director with a top 10 record-keeper. In his career, Bryce has had the opportunity to work with over 500 retirement plans and thousands of plan participants. Bryce graduated from the Minnesota State University –Moorhead in 1998 with a degree in Finance. In 2003, he obtained his Certified Investment Management Consultant designation from the Wharton School of Business, University of Pennsylvania. Bryce obtained his Accredited Investment Fiduciary (AIF®) in February 2016. Through fi360′s AIF Training programs, AIF designees learn the Practices and the legal and best practice framework they are built upon. AIF designees have a reputation in the industry for the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures. Lastly, Bryce obtained his Certified Behavioral Finance Analyst (CBFA) in June 2016. The CBFA program was founded with the goal of empowering people to make better financial decisions and achieve better financial outcomes. He lives in Fort Collins, Colorado with his wife and two kids.
Kim Jardine has been in the financial industry for over 10 years. During this time she has had the opportunity to work with individual clients planning for their insurance and retirement needs, as well as serviced retirement plan participants and sponsors. Her variety of experience provides a strong knowledge base to help further IFAM Capital’s vision. Kim graduated from Colorado State University with a degree in business administration and management and a minor in Spanish. She obtained her Accredited Investment Fiduciary (AIF®) designation, which represents her thorough knowledge of, and ability to apply, the Fiduciary Practices. In 2020 Kim earned her Investment Adviser Certified Compliance Professional (IACCP®) designation, which provides guidance for building a strong compliance program. Kim resides in Fort Collins, Colorado, with her husband and two boys. She enjoys training and running in marathons.