Heffernan Opens Retirement Services Office in Washington Led by Thibault
Heffernan Insurance Brokers has opened a retirement services location in Seattle, Wash., to be overseen by Blake Thibault, managing director of Heffernan’s financial services division.
Also located in the office are Dallas Otter, executive vice president, and Matthew Pearson, vice president.
Thibault has been with Heffernan since 2006. He was previously a wealth advisor with Morgan Stanley.
Otter will provide fiduciary governance guidance to investment committees, employee education, cost benchmarking, and service provider search services. Otter has more than 35 years of experience in the retirement plan consulting industry, most recently working with a local insurance and financial services firm in the Seattle area.
Pearson will work with clients to help design and implement best practices for retirement plans, draft Investment policy statements, and oversee the monitoring of investment performance, as well as employee communication strategies. He has experience in both investment advisory and retirement plan consulting. He recently consulted clients on wealth management at Northwestern Mutual, and oversaw corporate retirement plans with Kibble & Prentice/USI.
Walnut Creek, Calif.-based Heffernan has California offices in San Francisco, Petaluma, Menlo Park, Los Angeles and Irvine, as well as in Phoenix, Ariz., Portland, Ore. and St. Louis, Mo.