People Moves

Cedar Brook Ramps Up Retirement Services Coverage

Vanessa Doctor 7 November 2011

Cedar Brook Ramps Up Retirement Services Coverage

Cedar Brook Financial Partners, the Ohio-based wealth management firm, has appointed Shannon Barry as client manager of the retirement plans division.

Barry was previously a senior manager at Oswald Financial, where she was responsible for researching, developing and conducting educational programs for clients on retirement planning. She also provided clients with an analysis of investment funds and retirement tools.

Cedar Brook provides financial planning, wealth planning, retirement plans, employee benefits and insurance and risk assessment services to business owners, executives, professionals and individuals and their families. It employs some 50 advisory professionals in the US.

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