ChangePath Hires Martin Pfannenstiel, J.D. to Focus on RIA Services and DOL Fiduciary Ruling Impact
Pfannenstiel joins the ChangePath TAMP team
Kansas City, Missouri (December 7, 2016) – ChangePath is excited to announce the hiring of Martin Pfannenstiel to its team as director of business development. A graduate of Washburn University School of Law and boasting five years with former annuity and life insurance giant Aviva, Martin is eager to bring his insights and experience to ChangePath.
As the director of business development, Martin will use his knowledge to help Registered Investment Advisors (RIAs) operate their businesses in a manner that optimizes client outcomes. Martin will help RIAs control the process of increasing fiduciary responsibility without increasing workload, staff or office. Martin will help RIA firms prepare for the recent Department of Labor (DOL) fiduciary ruling, remove growth barriers, tackle business complexities and streamline investment-management services into a user-friendly advisory platform that also seamlessly integrates fixed indexed annuities into client proposals and portfolios.
Martin’s expertise is invaluable to RIAs on the cusp of building out their teams or services. He’s a triple threat when it comes to estate planning, accounting and the application of risk management, and a significant resource to independent RIAs who are looking for direction and want to prepare for the DOL deadlines without additional workload or expenses.
“As ChangePath’s team grows within the RIA market, our goal is to continue to provide advisors access to superior offerings, knowledge and access to some of the industry’s top up-and-coming talent. With Martin’s hiring, we’re helping RIAs prepare for the approaching DOL deadlines.,” said Cory Lagerstrom, ChangePath principal. “We’ve provided our advisors a business confidant who understands how taxes, estate planning, insurance and investment management cohesively work together. Martin’s hiring is a real win for ChangePath advisors.”
Ambitious, detailed and determined, Martin previously worked for Aviva in the compliance department and as a sales coordinator before returning to school 2014 to acquire his J.D. From there, he joined CreativeOne as a sales recruiter to most recently a legal intern, reviewing and summarizing company contracts.
Please join us in welcoming Martin to the team.
ChangePath is a wealth management technology platform used by top advisors across the U.S. to create a sophisticated, philosophy-minded approach to client investments that integrates portfolios with fixed indexed annuities. ChangePath’s turnkey asset management platform (TAMP) offers advisors a tool to manage client assets and future fixed income needs so clients can save for retirement, prepare for the transition and live during retirement. ChangePath does this by utilizing some of the brightest asset managers who conduct business with research- and theory-based philosophies. For more information, visit changepath.com.
Cory Lagerstrom, ChangePath principal