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Client Services
Advisor Support
Staff
·
Director of Client Services
·
Director of
Operations
·
Director of
Advisor Services
·
Distribution Coordinator
·
Office Manager
·
Plan Administrators
About QRPS
News
Plan Sponsor Web
QRPS is an independent
fee-based
administrative consulting firm
supporting the financial advisor
community. We do not provide
investment services and will not
accept commissions.
2724 Discovery Drive, Suite 100
PO Box 99163
Raleigh, NC 27624-9163
(919) 787-1011
Fax (919) 787-7016
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Forrest R. Knowles
President &
Director of Client Services
Forrest Knowles joined QRPS in 1992,
after working as
Branch Auditor of Fidelity Bank. A native of Cary, NC,
Forrest is an active alumnus of East Carolina University.
He resides in
Wake Forest with his wife and two
daughters.
A sports enthusiast and ardent ECU fan, Forrest enjoys
cycling and
spending time with his family.
Professional Objectives:
· Manage activity of
the firm to meet client expectations.
· Maintain qualification status of all plan documents sponsored by QRPS
· Provide guidance to plan sponsors regarding plan design options and
requirements
· Monitor marketplace to meet current and future plan sponsor needs
· Provide a quality workplace and effective leadership to ensure that
all
employees and associates of QRPS provide the highest possible level of
service
Phone: (919)
787-1011 x 204
Email:
forrestk@qrps.com
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Robert
F. Hurd
Vice
President & Director of Operations
Bob Hurd, employed with QRPS since 1993, is a Brown
University alumnus and
native of Newburgh, NY. His
previous experience
includes employment with Huron
Pension Consulting, San
Diego, CA; and Handler
Consultants, Newburgh,
NY.
Active with the Neuse
River Golden Retriever Rescue
Organization, Bob enjoys
golf, jogging, reading and
spending time with his
family.
Professional Objectives:
· Effectively supervise
staff to ensure timely and accurate completion of
administrative workload
· Maintain quality of administrative services and reports provided
· Continually monitor and review compliance requirements
· Manage technology to streamline operations and to enhance client
services Phone:
(919) 787-1011 x 207
Email:
bobh@qrps.com
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Peter R. Josselyn
Vice
President & Director of Advisor Services
Pete Josselyn brings extensive experience in pension and
retirement
planning, as well as employee benefit
services. A native
North Carolinian, Pete's alma mater is
Lenoir-Rhyne
College. He most recently was Regional
Vice President &
Pension Specialist with Manulife
Financial. Prior to
that, he served as Retirement Plan
Marketing Director
at GE Financial Assurance and as
Employment Benefit
Sales Manager at Centura Bank.
A resident of Cary, NC,
Pete is an avid golfer and sports
enthusiast. He enjoys
spending time with family and
traveling.
Professional Objectives
To provide financial advisors with
· Creative ideas on
building your retirement plan business
· Guidance in unraveling investment platform features and costs
· Support with sales presentations and new plan installations
· Helpful information regarding market trends and developments
Phone: (919) 787-1011
x213
Email: peterj@qrps.com
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Tracy Brannock
Plan Administrator
Phone: (919) 787-1011 x 216
Email: tracyb@qrps.com
Jana
Currier
Plan
Administrator
Phone: (919) 787-1011 x 206
Email: janac@qrps.com
Stacey
Edwards
Plan
Administrator
Phone: (919) 787-1011 x 211
Email:
staceye@qrps.com
Ben Henry
Plan
Administrator
Phone:
(919)
787-1011 x 214
Email:
benh@qrps.com
Michael Hill
Distribution Coordinator
Phone: (919) 787-1011 x 208
Email:
michaelh@qrps.com
Angela
Hodge
Office Manager
Phone: (919) 787-1011 x 210
Email:
angelah@qrps.com
Kelly
Hurd
Plan
Administrator
Phone: (919)
787-1011 x 209
Email:
kellyh@qrps.com
Lauren Parker
Plan
Administrator
Phone: (919)
787-1011 x 201
Email:
laurenp@qrps.com
Samantha
Pople
Plan
Administrator
Phone: (919) 787-1011 x 205
Email:
samanthap@qrps.com
Kerry
Waldroup
Plan
Administrator
Phone: (919) 787-1011 x 219
Email:
kerryw@qrps.com
Carol Wolfmueller
Administrative
Assistant
Phone: (919)
787-1011 x 212
Email:
carolw@qrps.com
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©2006 QRPS, Inc. All Rights Reserved |