Newsroom / Retirement
Lockton retirement heads west with three advisor additions in Arizona

Phoenix, Az., August 27, 2018 – Lockton expanded its Retirement consulting practice with the addition of three new advisors in Phoenix, Az.  New senior vice president, Sally Johnson, along with assistant vice presidents Andrea Donaldson and Patricia Duarte, joined the organization from WealthPlan Advisors, an investment and retirement plan consulting firm based in Scottsdale, Az.

Sally JohnsonPatricia DuarteAndrea Donaldson            
            Sally Johnson                          Patricia Duarte                        Andrea Donaldson

The group collectively brings nearly a half century of retirement experience to Lockton.  In addition to their work advising employers on the design, investment due diligence and communication of retirement benefits, all three women have also worked for plan recordkeepers, giving them extensive knowledge of administration practices.

“Retirement is one of the fastest growing parts of Lockton’s business,” says Dan Nemmers, Denver-based executive vice president, producer and leader of Lockton’s Mountain West Retirement practice.  “Our staff has to grow just as fast.  In Arizona, we are thrilled to bring on board three advisors with the kind of deep expertise the industry has come to expect from Lockton.”

“We’ve been actively building our Retirement Services business across the country,” says Retirement Services president, Pam Popp.  “Expanding into the southwest and complementing a strong Arizona-based Executive Benefits team provides our clients and prospects with access to unparalleled expertise.”

“I’m particularly pleased to bring on such a strong group of advisors,” she adds.  “At Lockton, we’re committed to a diverse and inclusive culture.  The addition of Sally, Andrea and Patricia to the team builds on that tradition and adds to our growing roster of tremendous female leaders.”

Lockton’s retirement practice advises more than 1,200 plans, representing more than $60 billion in assets.

About Lockton:  Lockton is a global professional services firm with 7,000 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world’s largest privately held, independent insurance broker by helping clients achieve their business objectives.  For nine consecutive years, Business Insurance magazine has recognized Lockton as a "Best Place to Work in Insurance." 

To see the latest insights from Lockton's retirement experts, check our website.

< Back to Newsroom Updates
Discover more Insights & Publications  |  Read more in the Lockton Newsroom  |  See our Client Stories
Discover more Insights & Publications
See our Client Stories