Accelerate Retirement

Jennifer Jones is a CFP® with 21 years of industry experience, currently serving as an advisor at Accelerate Retirement. Her prior roles include positions at OneDigital Investment Advisors LLC, Sigma Planning Corporation, and Flynn & Company. Accelerate Investment Advisors serves individual and high-net-worth clients, trusts, corporations, and employer plan sponsors with investment management, financial planning, and retirement plan consulting. The firm emphasizes retirement-plan due diligence and fiduciary compliance under ERISA, managing portfolios with a long-term focus while offering plan-level services and ongoing investment monitoring.

Patrick Casserly is a financial advisor with Accelerate Retirement, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Mass Mutual Life Insurance Company, Fidelity Investments, and Liberty Mutual Insurance. Accelerate Investment Advisors serves individual and high-net-worth clients, trusts, corporations, and employer plan sponsors by providing investment management, financial planning, and retirement plan consulting. The firm combines a 31-advisor network with substantial retirement plan assets under advisement, emphasizing fiduciary compliance and comprehensive plan-level services.

Blair Stientjes is a financial advisor with Accelerate Retirement, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Kestra Advisory Services, Kestra Investment Services, and NFP Advisor Services. Blair serves as a board member of the Walnut Creek Chamber of Commerce, contributing to local community activities. Accelerate Investment Advisors supports individual and high-net-worth clients, trusts, corporations, and employer plan sponsors by providing investment management, financial planning, and retirement plan consulting services. The firm emphasizes retirement-plan fiduciary compliance and due diligence, combining a 31-advisor network with significant assets under management and advisement.

Brian Brummell is a financial advisor at Accelerate Retirement with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NFP Retirement, ALKEME Financial Services, Exeter Financial, Venture Pacific Financial Services, and Nuveen Asset Management. Accelerate Investment Advisors serves individual and high-net-worth clients, trusts, corporations, and employer plan sponsors by providing investment management, financial planning, and retirement plan consulting. The firm emphasizes retirement-plan due diligence and fiduciary compliance under ERISA, managing portfolios with a long-term focus while also accommodating shorter-term trades when appropriate.

William Friedrich is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Accelerate Retirement. He previously worked at BLACKROCK for 10 years and had a brief tenure at NFP Retirement, Inc. Mr. Friedrich is also a licensed insurance agent who recommends certain insurance products on a commission basis in his individual capacity. Accelerate Investment Advisors serves individual and high-net-worth clients, trusts, corporations, and employer plan sponsors by offering investment management, financial planning, and retirement plan consulting. The firm emphasizes retirement-plan fiduciary compliance and combines a multi-advisor network with significant assets under advisement, focusing on both retail portfolio management and plan-level consulting.

Edmund Leparskas is a CFP® with three years of industry experience, currently serving as a financial advisor at Accelerate Retirement. His prior roles include positions at Alkeme Financial Services LLC and Commonwealth Financial Network. Before entering finance, he spent over a decade at Raytheon Company. Accelerate Investment Advisors serves individual and high-net-worth clients, trusts, corporations, and employer plan sponsors, providing investment management, financial planning, and retirement plan consulting. The firm emphasizes retirement-plan due diligence and fiduciary compliance under ERISA, managing portfolios with a long-term focus while accommodating shorter-term trades when appropriate.

Steven Heussner is a ChFC® credentialed financial advisor with 37 years of industry experience, currently affiliated with Accelerate Retirement. His career includes roles at M Holdings Securities, Mogul Wealth Strategies, and New York Life Insurance Company. He is also active as an insurance agent through Alkeme Insurance Services and as an independent insurance agent. Accelerate Investment Advisors serves individual and high-net-worth clients, trusts, corporations, and employer plan sponsors by providing investment management, financial planning, and retirement plan consulting. The firm emphasizes retirement-plan fiduciary compliance and offers both retail portfolio management and plan-level consulting services.

Sara Johnson is a financial advisor at Accelerate Retirement with a Series 65 designation and two years of industry experience. She previously worked at Sunwest Pensions and BCJ Financial Group. In addition to her advisory role, she provides retirement plan consulting services to members of the Associated Builders and Contractors trade association through ABC Insurance Trust. Accelerate Retirement serves individual and high-net-worth clients, trusts, corporations, and employer plan sponsors, offering investment management, financial planning, and comprehensive retirement plan consulting with a focus on fiduciary compliance and plan-level services.

Amy Deer is a financial advisor at Accelerate Retirement with six years of industry experience. She holds a Series 65 designation and has worked at firms including Commonwealth Financial Network and Alkeme Financial Services LLC. Outside of finance, she was involved with Dance Now Miami for five years. Accelerate Investment Advisors serves individual and high-net-worth clients, trusts, corporations, and employer plan sponsors, providing investment management, financial planning, and retirement plan consulting. The firm focuses on retirement-plan due diligence and fiduciary compliance under ERISA, offering both retail portfolio management and plan-level services.

Jordan Smith is a financial advisor with Accelerate Retirement, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at John Hancock Investment Management Distributors LLC, Lion Street Financial, and Equitable Advisors, LLC. Accelerate Investment Advisors serves individual and high-net-worth clients, trusts, corporations, and employer plan sponsors, providing investment management, financial planning, and retirement plan consulting. The firm focuses on retirement-plan due diligence and fiduciary compliance under ERISA, managing portfolios with a long-term approach while accommodating shorter-term trades when appropriate.

Michael Shearon is a financial advisor at Accelerate Retirement with 36 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Flynn & Company Inc., Sigma Financial Corporation, Spc, OneDigital Investment Advisors LLC, and SJE Retirement LLC. He serves as a board member of the Mount Elliot Cemetery Association in Rochester, MI. Accelerate Investment Advisors serves individual and high-net-worth clients, trusts, corporations, and employer plan sponsors by providing investment management, financial planning, and retirement plan consulting. The firm emphasizes retirement-plan due diligence and fiduciary compliance under ERISA, managing portfolios with a long-term focus while offering both retail and plan-level advisory services.

Jared Shaft is a financial advisor at Accelerate Retirement with eight years of industry experience. He holds a Series 66 designation and has worked at Accelerate Investment Advisors LLC since 2024, following seven years at Wells Fargo Clearing Services, LLC. Outside of finance, he has experience in the restaurant and sports industries through prior roles at No Ka Oi Restaurant and American Golf Corp. Accelerate Investment Advisors serves individual and high-net-worth clients, trusts, corporations, and employer plan sponsors, providing investment management, financial planning, and retirement plan consulting. The firm combines a network of 31 advisors with a focus on retirement-plan due diligence, fiduciary compliance, and comprehensive plan consulting, managing over $3 billion in assets under advisement.

Timothy Thurston is a financial advisor with Accelerate Retirement in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at NFP Retirement, LPL Financial, Visionpoint Advisory Group, Hub International Investment Advisory Services, and IPS Advisors. Outside of his advisory work, he serves as Minister of Music at Community North Baptist Church, where he leads the music program and directs the choir. Accelerate Investment Advisors serves individual and high-net-worth clients, trusts, corporations, and employer plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm emphasizes retirement-plan due diligence and fiduciary compliance under ERISA, managing portfolios with a long-term focus while providing both retail and plan-level services.

Lloyd Engleman is a financial advisor with Accelerate Retirement, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Alkeme Financial Services, NFP Retirement Inc., and LPL Financial. He serves on the board of Victoria Country Club. Accelerate Retirement provides investment management, financial planning, and retirement plan consulting services to individual and high-net-worth clients, trusts, corporations, and employer plan sponsors. The firm emphasizes ERISA fiduciary compliance and comprehensive plan-level consulting, managing portfolios with a long-term focus while accommodating shorter-term trades when appropriate.

Ron Kirkpatrick is a financial advisor with Accelerate Retirement, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. He has previously worked at Kestra Advisory Services, Kestra Investment Services, and Nfp Securities Inc. Outside of his advisory role, Kirkpatrick serves as a head varsity basketball coach for a high school team. Accelerate Investment Advisors serves individual and high-net-worth clients, trusts, corporations, and employer plan sponsors, providing investment management, financial planning, and retirement plan consulting. The firm focuses on retirement-plan due diligence and fiduciary compliance under ERISA, offering both retail portfolio management and plan-level services.