THE WHITNEY RETIREMENT SERVICE GROUP

Whitney Group was formed to fill what we perceived as a “knowledge  and service gap” in the defined contribution plan market. We know the complexity and uniqueness of each plan requires personalized attention by highly-skilled professionals. We do not succumb to the pressure to do more with less-we will not sacrifice quality.

We are proven professionals with many years of experience in the retirement plan field. Our high-level experience  means your plan is well cared for;  we solve the problems, and you rest assured.

The quality of Advisory and Consultant Work is most often determined by the knowledge and personalities of the people providing the services.

Leslie Whitney AIF®, President, received an Economics degree from the University of Denver. Leslie is an Accredited Investment Fiduciary®. She began her career with UNUM and Oppenheimer Mutual Funds in their Retirement Plan Departments where she held positions in marketing, servicing, pricing and product development. She has worked exclusively in the retirement plan profession for more than 20 years serving corporate and not for profit organizations of all sizes.

Rosemary Moore, Vice President, received her B.A. in English from the College of the Holy Cross and her J.D. from the University of Connecticut. She was formerly with UNUM for over 19 years where she held positions in their pension and insurance departments providing both legal and business advice. Her background is ERISA, tax and other pension related laws and requirements.

Sharon Bunker, Associate Vice President, studied at University of Southern Maine and Husson College to earn a degree in Business Administration. Sharon has more than a decade of experience in the financial services industry, specializing in retirement plans. Her background is in plan administration, employee communications and servicing clients.