Accelerate Retirement

Jennifer Jones is a Certified Financial Planner (CFP®) with 22 years of industry experience. She is currently with Accelerate Investment Advisors LLC and SJE Retirement LLC, having previously worked at firms including OneDigital Investment Advisors LLC, Sigma Planning Corporation, Flynn & Company, and Wells Fargo Clearing. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and comprehensive retirement plan consulting and education. The firm employs a primarily long-term allocation approach, constructing customized portfolios and offering fiduciary investment services for plan sponsors.

Patrick Casserly is a financial advisor at Accelerate Retirement with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Life Insurance Company, Fidelity Investments, and Liberty Mutual Insurance. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and retirement plans, offering discretionary investment management, financial planning, and comprehensive retirement plan consulting and education. The firm employs a primarily long-term, customized portfolio approach and supports plan sponsors with services including investment policy development and co-fiduciary roles under ERISA.

Blair Stientjes is a financial advisor with Accelerate Retirement in Walnut Creek, CA, holding Series 63 and 65 licenses with 19 years of industry experience. He has worked with Accelerate Investment Advisors since 2023 and previously spent seven years at Kestra Advisory Services and KESTRA Investment Services. He serves as a board member of the Walnut Creek Chamber of Commerce, supporting local business activities. Accelerate Investment Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and employer-sponsored plans. The firm employs a primarily long-term, customized portfolio approach and offers comprehensive services including plan design, provider selection, and ongoing investment monitoring.

Brian Brummell is a financial advisor at Accelerate Retirement with 27 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at NFP Retirement, ALKEME Financial Services, Exeter Financial, and Nuveen Asset Management among others. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and comprehensive retirement plan consulting and education. The firm employs a primarily long-term allocation approach using a range of investment vehicles and offers specialized services for plan sponsors including investment policy development and co-fiduciary roles under ERISA.

William Friedrich is a CFP® professional with 13 years of industry experience. He is currently with Accelerate Retirement and has previously worked at NFP Retirement, Inc. and BlackRock. In addition to his advisory role, he is a licensed insurance agent and recommends certain insurance products on a commission basis. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and comprehensive retirement plan consulting and education. The firm employs a primarily long-term allocation approach, customizing portfolios with a range of investment vehicles while adjusting for client objectives and market conditions.

Edmund Leparskas is a CFP® with four years of industry experience, currently serving as a financial advisor at Accelerate Retirement. His prior work includes positions at Commonwealth Financial Network, Alkeme Financial Services LLC, and Raytheon Company. Accelerate Investment Advisors serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term allocation strategy across diversified portfolios and offers specialized services for plan sponsors, including investment policy development and co-fiduciary roles under ERISA.

Steven Heussner is a ChFC® credentialed advisor with 38 years of industry experience. He is currently affiliated with Accelerate Retirement and has a background that includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Heussner also operates as an independent insurance agent and is involved with Alkeme Insurance Services. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and comprehensive retirement plan consulting. The firm employs a primarily long-term allocation strategy using a range of investment vehicles and offers services including plan design, provider selection, participant education, and fiduciary support under ERISA.

Sara Johnson is a Series 65-licensed financial advisor with three years of industry experience, currently with Accelerate Retirement. She previously worked at Sunwest Pensions, BCJ Financial Group, and PKB Retirement Services. In addition to her advisory role, she provides retirement plan consulting services to members of the Associated Builders and Contractors (ABC) trade association through ABC Insurance Trust. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term allocation approach with customized portfolios and provides comprehensive services including plan design consulting, investment due diligence, and ERISA co-fiduciary roles.

Amy Deer is a Series 65-licensed financial advisor with six years of industry experience. She is currently with Accelerate Investment Advisors and has prior experience at Commonwealth Financial Network, Alkeme Financial Services, and several other firms. Outside of finance, she was involved with Dance Now Miami for five years. Accelerate Investment Advisors serves individuals, trusts, corporations, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes customized portfolios with a primarily long-term allocation approach and provides comprehensive retirement services including plan design, provider research, and participant education.

Jordan Smith is a financial advisor at Accelerate Retirement with eight years of industry experience and holds the Series 66 designation. He has previously worked at firms including Sapers & Wallack, Lion Street Financial, John Hancock Investment Management Distributors, and Equitable Advisors. Accelerate Investment Advisors serves individuals, trusts, corporations, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term allocation approach using various investment vehicles and provides specialized services for plan sponsors including investment due diligence and fiduciary co-services.

Michael Shearon is a financial advisor at Accelerate Retirement with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Flynn & Company Inc., Sigma Financial Corporation, and OneDigital Investment Advisors LLC among others. He serves as a board member for the Mount Elliot Cemetery Association. Accelerate Investment Advisors LLC provides discretionary investment management, financial planning, and retirement plan consulting services to individuals, trusts, corporations, and employer-sponsored plans. The firm employs a primarily long-term allocation approach, managing portfolios with mutual funds, ETFs, individual securities, and other instruments, while offering fiduciary and co-fiduciary services under ERISA.

Bryan Persak is a financial advisor with Accelerate Retirement in Raleigh, NC, holding a Series 66 designation and 18 years of industry experience. His prior experience includes 18 years at Principal Securities and concurrent roles at Alkeme Financial Services, LLC and Accelerate Retirement since 2026. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm uses a primarily long-term allocation strategy with customized portfolios and provides comprehensive retirement services including plan design, participant education, and fiduciary oversight.

Jared Shaft is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Accelerate Retirement and previously worked at Wells Fargo Clearing for seven years. Outside of finance, he has experience in the restaurant industry and has held roles with California State University Long Beach and American Golf Corp. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term allocation strategy using a variety of investment vehicles and provides comprehensive retirement services, including plan design, provider selection, and fiduciary support.

Timothy Thurston is a financial advisor with Accelerate Retirement, holding Series 63 and 65 credentials and bringing 22 years of industry experience. His prior roles include positions at NFP Retirement, LPL Financial, Visionpoint Advisory Group, Hub International, IPS Advisors, and MSI Financial Services. Outside of his advisory work, he serves as a Minister of Music at Community North Baptist Church in McKinney, Texas. Accelerate Retirement serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm uses a primarily long-term allocation approach with customized portfolios and offers various fiduciary and advisory services for retirement plan sponsors.

Lloyd Engleman is a financial advisor at Accelerate Retirement with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Alkeme Financial Services, NFP Retirement Inc., and LPL Financial. Outside of his advisory role, he serves on the board of Victoria Country Club. Accelerate Investment Advisors LLC provides discretionary investment management, financial planning, and retirement plan consulting for individuals, trusts, corporations, and employer-sponsored plans. The firm emphasizes customized portfolios and long-term allocation strategies while offering fiduciary retirement services and consulting on substantial plan assets.