Meet Our
People
Meet the professionals at Heard, McElroy and Vestal who help secure your retirement and pave the way for financial security for your business and your employees. Our team is composed of industry professionals holding strategic financial certifications and licenses that help guide business decisions and shape investment portfolios. These items have created satisfied clients for many years.
Advisors
Our Designations
The leaders at HMV Retirement Plan Services believe that education is the key to making informed decisions about the future. The designations held by our team show our dedication to continuous improvement and investment in our clients.
Certified Public Accountant (CPA)
This designation is awarded to accounting professionals who have met specific educational, examination and experience requirements as defined by accounting governing bodies in the USA.
Qualified Pension Administrator (QPA)
The QPA designation is awarded to accounting professionals who have completed coursework specific to technical activities in connection with pension administration and planning.
Qualified 401(k) Administrator (QKA)
The Qualified 401(k) Administrator credential is given to accounting professionals who have gained technical knowledge and experience in defined contribution retirement plans through an accredited program.
Accredited Pension Administrator (APA)
This designation is offered through the National Institute of Pension Administrators (NIPA). It demonstrates proficiency in the technical aspects of retirement planning, administration and consulting.
Third-Party Administrator (TPA)
A TPA is an independent firm that provides specialized administrative services for retirement plans. These services include retirement plan design, recordkeeping, compliance testing and distribution processing.
