What is Your Financial Freedom?

After working for a national financial services firm for more than a decade, Peter believed there had to be a better way. Ever the optimist, he envisioned a positive, forward-thinking team able to make a real difference in the lives of others. So in 1996 he formed Peter McClellan and...

Coffee and conversation starts here! Lori joined the 401k Latte Company in October 2017, and has happily settled into her position as the Director of First Impressions. After 13 years of working as a journalist, she took a leap of faith and landed in the role that is well suited...

After working at an online brokerage firm for over thirteen years as an Investment Consultant, Sarah was ready for some change and for a new position. Always wanted to work here! She would drive by the 401k Latte Company every day on her way to work, and always thought it...

After spending eight years at home raising her kids, Jan was ready to get back to work—but only for a company that fostered a supportive, happy environment. She’s convinced fate brought her to the 401K Latte Company. An Empathetic Listener The notion that everyone needs to be heard is not...