William Tschudy, Retirement Plan Account Manager

William Tschudy

Retirement Plan Account Manager

Overland Park, KS

As a retirement plan account manager, William provides service to plan sponsors and participants. He is a resource to plan sponsors, assists with employee education meetings and leads other projects to benefit clients.

Before joining Mariner Wealth Advisors, William worked as a retirement analyst for Retiree Income, a fintech startup. He worked with clients and financial advisors in identifying tax efficient withdrawal strategies in the de-accumulation phase of an individual’s life. Prior to Retiree Income, William served as an associate for US Bank Private Wealth Management. Working alongside a team of specialists, he was responsible for collecting and analyzing financial statements to deliver a wealth summary plan to ensure clients progress toward their goals.

William holds a bachelor’s degree in economics and minors in business and communications from the University of Kansas.