Our People

Organizations can no longer attempt to be all things to all people. Today’s business environment demands the services of professionals who are dedicated retirement plan specialists. Our Consultants and Account Directors reflect this philosophy by possessing significant industry experience, training and unparalleled resources.

Eric Ronning, President of Channel Financial
Matt Gulseth, Partner
Jim McDonald, Partner
Tom Fitzpatrick, Consultant, Midwest
Dan Stewart, Senior Consultant
Paul Grutzner, Managing Partner
Michael R. Brown, Partner
Sarah Keibler, Client Services Director
Michael Tuell, Regional Director – East Coast
Peggy Ross, Manager, Client Relations
Chrystie Dickens, Manager, Client Relations
Kristina Keck, Retirement Plan Consultant

Services

From the beginning, our vision has been to create the premier retirement plan consulting firm – one that understands and supports the unique needs of plan sponsors and the select group of advisors serving them Learn More >


Resources

As your trusted retirement plan consulting firm, we invite you to use the following resources and reports to compare client plans, view investment links, and use financial calculators. Learn More >


Schedule a Consultation

We welcome the opportunity to meet with you to discuss your financial needs. (763) 231-7535 Minneapolis (206) 905-8100 Seattle (503) 236-7200 Portland (925) 258-0079 San Fransisco jmcdonald@channel-financial.com