CLEVELAND, OHIO (August 12, 2019) - Aurum Wealth Management, a Skoda Minotti firm, is pleased to announce three new hires: Korinna A. Gundrum, CRPS® as Manager, Retirement Plan Services; Zachary G. Williams, RICP® as Financial Advisor, Education Specialist; and Constance Pyles as Client Service Manager.
Korinna Gundrum has worked in the financial services industry for 15 years, specializing in selling, servicing and administering retirement plans. As Manager, Retirement Plan Services, she is responsible for assisting clients in their role as Plan Sponsor. Korinna strives to expand clients’ retirement plan understanding while identifying potential ways to enhance their current retirement benefit programs.
Korinna graduated from Purdue University with a Bachelor’s degree in economics.
Zach Williams has helped individuals and businesses make sound and informed decisions regarding their current and future finances throughout his 10 years in the financial services industry. With a focus on each individual’s unique circumstances, Zach primarily works with corporate retirement plans and their participants to achieve their desired financial goals. He has extensive experience assisting individuals with 403(b) and 457 accounts.
After graduating from Miami University of Ohio with a Bachelor’s degree in education, Zach served the community by working as a substitute teacher and coach, then moved on to a full-time position working as a District Executive for the Boy Scouts of America.
Constance Pyles has more than 25 years of financial services experience in areas that include brokerage, banking, institutional trusts and wealth management. As Client Service Manager, she utilizes her client-first administrative expertise to strengthen existing relationships and cultivate new opportunities.
Connie has a Master of Business Administration from the University of Phoenix.
“Korinna, Zach and Connie have each demonstrated great skill in their respective areas of service throughout their careers, and they take pride in delivering highly personalized service to their clients,” said Eric Wulff, Chief Executive Officer of Aurum Wealth Management. “They are key additions to our expanding team and will be instrumental in helping us deepen the value we provide to clients.”
About Aurum Wealth Management Group LLC
At Aurum Wealth Management Group LLC, our mission is to provide you with the resources, expertise and technology to help you become an effective CEO of your money. Aurum Wealth Management Group is a fee-based Registered Investment Advisor (RIA) affiliated with Skoda Minotti, one of the nation’s largest independent CPA and business advisory firms. Our services are focused on both family wealth management and corporate retirement plans such as 401(k)s.
Learn more at www.aurumwealth.com or by calling 866-605-1901.
About Skoda Minotti
Skoda Minotti is a top-100 business and financial advisory firm dedicated to helping our clients grow and achieve financial success. Our unique family of services includes accounting, tax, financial, information technology, wealth management, risk, valuation and litigation, marketing and human resources services, including professional staffing. At Skoda Minotti, our mission is to Deliver on the Promise of being an integral contributor to our clients’ success. Visit www.skodaminotti.com to learn more.