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Team

 

Steve founded SCS Retirement, Inc. in 1990, an independent qualified plan consulting practice. He has over 36 years of experience specializing in the qualified plan marketplace, working with hundreds of retirement plans.

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Robert Raphael currently serves as Principal of SCS Retirement. He is an independent Registered Representative with LPL Financial. In this capacity Mr. Raphael serves as both a 3(21) and 3(38) fiduciary fee-based 401(k) plan...

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Lee has over 25 years experience in the financial services industry.  He has been CERTIFIED FINANCIAL PLANNER™ Practitioner since 1995. 

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Janis Anderson

Client Services Manager

(425) 454-4015

Janis has over 19 years of experience in qualified retirement plans. Her prior background includes working for an insurance company for 10 years in both health insurance and 401(k) departments. She has strong customer service skills...

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Wendy Brown

Client Services Representative

(425) 454-4015

Wendy has over 25 years in financial services industry. She has extensive experience in securities and cash operations, client service and trading support. Wendy's primary focus is providing support to our Wealth Management Advisors...

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Jason Kennedy currently serves as Vice President of Education and Employee Services for SCS Retirement. Jason is also an independent Registered Representative with LPL Financial. In this capacity Jason serves as an educational resource...

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Jennifer Schaub

Client Services Representative

425-454-4015

Jennifer joined the SCS Retirement team in March 2020. She has been providing customer service in various capacities for over 35 years. She has spent the last 17 years assisting seniors and their families in the Long-Term Care industry...

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