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Portrait of Ashley Avaregan

Ashley Avaregan
Regional Vice President
ashley.avaregan@alerus.com
858.242.2474
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Portrait of Chris Bermel

Chris Bermel
Regional Vice President
chris.bermel@alerus.com
480.206.5927
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Portrait of Annamaria McBride

Annamaria McBride
Regional Vice President
annamaria.mcbride@alerus.com
701.795.2625
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Portrait of Seth Holstad

Seth Holstad
Regional Vice President
seth.holstad@alerus.com
507.379.5701
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Portrait of Keith Schermitzler

Keith Schermitzler
Regional Vice President
keith.schermitzler@alerus.com
414.899.6311
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Portrait of John Edwards

John Edwards
Regional Vice President
john.edwards@alerus.com
401.862.3753
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Portrait of John Edwards

John Edwards
Regional Vice President
john.edwards@alerus.com
401.862.3753
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Portrait of Matt Fisher

Matt Fisher
Regional Vice President
matt.fisher@alerus.com
610.500.4050
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Portrait of Matt Fisher

Matt Fisher
Regional Vice President
matt.fisher@alerus.com
610.500.4050
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Portrait of Jim Pauley

Jim Pauley
Regional Vice President
jim.pauley@alerus.com
980.428.2767
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Portrait of Rory Corrigan

Rory Corrigan
Regional Vice President
rory.corrigan@alerus.com
320.493.2059
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©Alerus Financial.

Recordkeeping, trustee, and/or custody services are provided through Alerus Retirement and Benefits, a division of Alerus Financial, N.A. (Alerus), which does not provide legal or tax advice.

The information contained herein is general in nature and is provided for educational purposes only. The information should not be relied upon as investment advice or solicitation. Statements of fact are considered reliable but no representation or warranty is made as to their completeness or accuracy. Always consult your legal or tax advisor, to determine how this information may apply to your own situation.

Investment products are:

NOT A DEPOSIT

NOT FDIC INSURED

NOT GUARANTEED BY BANK

NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

MAY GO DOWN IN VALUE

For the WELLthBuilder PEP: Alerus is Pooled Plan Provider (PPP) and Recordkeeper, Strategic Retirement Partner is 3(38) Investment Manager, and Access Retirement Solutions is the Plan Sponsor and Named Fiduciary. Alerus, Strategic Retirement Partner and Access Retirement Solutions are separate entities and are not affiliated.