Richard (Dick) Shafer, CEBS, is our Executive Director with overall responsibility for advisory services, client satisfaction and firm compliance. He has more than twenty years of experience with retirement plans of non-profit organizations. Dick is a Fellow of the International Society of Certified Employee Benefit Specialists (CEBS) and has served on the boards of several non-profit organizations. He was graduated from Duke University and St. Paul's School (NH).
Nancy Webb works on our communication, marketing and public relations. Nancy is an award-winning journalist and writer. A Phi Beta Kappa member when graduated from University of Kentucky, Nancy was a Nieman Fellow and then member of the faculty at Harvard University.
R. Brian Cressey, CEBS is our managing director with responsibility for specific client assignments nationwide. He has more than twenty years of related experience. Brian completed Accredited Investment Fiduciary (AIF) and Certified Financial Planner (CFP) credentials. He was graduated from Bowdoin College and Friends Academy (NY)
A seasoned veteran of retirement plan product and service development and delivery, Scott Hemerda is the latest to join Well and Good LLC. Scott assumes responsibility for advising tax-exempt clients nationwide.
To reach us by mail, our office address:1710 Adams Street
Madison, WI 53711