Since 2008, Katie’s career mission has been to help companies provide retirement plans that are customized to their specific company needs and create employees ready for retirement. By supporting Qualified Plans’ valued advisor relationships, Katie helps design and implement retirement plans for companies throughout the Southeast. She helps these companies provide a benefit that attracts, retains, and motivates their employees.
Katie acts as a consultant for the financial advisor and the client, listening and discussing what is important for the retirement plan. Then, after identifying the company’s goals, Katie helps the advisor create the retirement plan that fits their administration and design needs. She also helps companies analyze the procedures they use in handling the retirement plan daily, to make sure they are running the plan compliant to regulations and most efficiently for their HR staff.
Katie graduated from University of Georgia and lives in Atlanta with her husband Ryan. She loves to travel, cook, and try out new culinary gems throughout Atlanta.
Before joining Qualified Plans, Quentin was a financial advisor for 6 years and an Annuity Wholesaler for a leading insurance company. He began his career in the financial industry in 1998, helping clients navigate and understand their unique financial planning needs. Quentin’s 15+ years of industry experience has shaped his valuable approach to supporting financial advisors with their retirement plan business.
Quentin understands the important role a retirement plan plays in creating a financial plan for a business owner and the employees. He also understands the importance of efficiencies for the advisor and company in working with the plan. Quentin works as a partner to the advisor by providing concierge level service in implementation and ongoing support. He strives to bring new industry and practice management ideas to his valued advisor relationships.
Quentin attended Auburn University and lives in Birmingham with his wife and two children. He enjoys golf, college football, and spending time with his family.
Magen Jones joined Qualified Plans in 2008, and has worked in multiple positions to support the administrative needs and customer service of the firm’s clients. Currently, Magen serves as the New Business Coordinator for the Southeast, helping ensure that the onboarding of a new client to Qualified Plans is a smooth transition.
Magen’s goal is to do much of the “heavy lifting” in the conversion for the client and financial advisor. She works in partnership with the Plan Consultant and financial advisor to establish an appropriate implementation timeline, and then supports throughout the process to ensure a compliant installation.
Magen lives in Savannah, GA with her husband and two sons. She enjoys spending time with her family, running the beautiful street of Savannah and relaxing on the beach with a good book.