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The JaaFal Mission: To provide objective retirement guidance and unbiased investment advice to our client-employers through JaaFal Advisors, Inc. To deliver objective retirement guidance and unbiased investment advice to our client-employees. To develop industry-leading services that utilize technology-enhanced solutions. To offer an unparalleled array of investment options. To serve our client-employers and client-employees with integrity and equal vigor. JaaFal History: Founded May 1999 Strategic acquisitions throughout the United States Office openings strengthen presence in key markets Average of 25 years experience in each office specifically in retirement Key Executives: Kent Buckles President and Chief Executive Officer, JaaFal, Inc. Alan Dick Executive Vice President, National Retirement Services, JaaFal, Inc. Mark S. Sommers Senior Vice President, National Retirement Services Practice Leader, JaaFal, Inc. Mark Gensheimer Founder, Senior Vice President of Sales & Marketing, JaaFal, Inc. Christian Echavarria Founder, Senior Vice President of Investment Services, JaaFal, Inc. Jeff Graves Senior Vice President, Chief Technology Officer, JaaFal, Inc. Nick Battaglia Vice President of Finance & Treasurer, JaaFal, Inc. JaaFal Employees: 671 employees nationwide Employees have strong financial services and retirement expertise Clients: More than 7,000 plans Over 550,000 plan participants All market segments: small, mid and large plans Full range of plan types: see our Retirement Plan Alternatives
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