Qualified Planning Team

Mission

Our mission is to strategically align the needs of your business and provide retirement solutions to your employees.

Values

  • Financial Wellness Amongst Plan Participants
  • People Matter
  • Client Driven
  • Trust & Integrity
  • Meaningful Innovation
  • Openness and Collaboration

Who We Are

We work with over 220 companies nationwide to solve retirement-based solutions for our clients. We take a hands-on approach to tailoring your qualified business needs and increase company morale.

What We Do

Creating tax-effective plans to benefit both employers and employees.

What Separates Us

Most asset managers have outside third-party administrators. We have our own in house TPA, which allows for maximum efficiency in customized plan designs tailored to business owners’ needs.


The Team

Karen Wilund

Karen Wilund, CPA, M.S.T.
Principal

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Karen is a Principal and Wealth Management Advisor at WWA. She joined the firm in May of 2018 after working with the WWA team for over 15 years. Karen’s experience ranges from developing retirement plans for small, privately owned businesses to performing due diligence for pension plans during mergers and acquisitions of large corporations. Through her combined knowledge of income tax and qualified plan regulations, Karen designs plans that maximize tax deductions as well as allocations to key employees, which are often overlooked. She also designs non-qualified deferred compensation plans and reviews plans for compliance issues.

Karen has over 30 years of industry and public accounting experience and has served as a consultant for AON, one of the largest international employee benefit consulting firms. Karen received her B.S. in Accounting from the University of Missouri – Columbia and her M.S. in Taxation from Fontbonne University in St. Louis. She is a licensed insurance agent, and financial representative. As a member of the American Institute of Certified Public Accountants, she has served on the Employee Benefits Plan Committee. She is also a member of the American Society of Pension Professionals & Actuaries.

Elton Skipper

Elton Skipper
Qualified Planning Team Manager

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Elton has worked in the Financial Services Industry since his graduation from Austin College in 2013, maintaining securities Series 7, and 63 registrations. Elton joined Northwestern Mutual in August of 2015 and started specializing in the 401(k) marketplace with a focus on introducing new businesses to our specialized team in 2016. Acting as primary contact for new Business Retirement Accounts, Elton is passionate about creating plans that provide participants with the education and tools necessary to achieve the retirement they deserve.

Todd Braden

Todd Braden, CFP®
Qualified Planning Relationship Manager

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Todd is responsible for the relationship between plan sponsors and WWA. He is a CERTIFIED FINANCIAL PLANNER, TM and has over 8 years' experience of helping individuals/businesses achieve success. Todd believes financial literacy and education is key to financial success. He meets with plan participants and host seminars regularly to discuss financial goals to get clients to the next step. On his spare time, you can catch Todd on the golf course or spending time with family and friends.

Kevin Codd

Kevin Codd
Qualified Planning Team Servicer

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Kevin graduated from the University of Arkansas in May of 2019 and has been with WWA since August of 2019. He joined the qualified planning team in December 2019 as support staff; and he assists with new client onboarding and participant enrollment. In his spare time, Kevin enjoys spending time with friends and family, being outside, and watching movies or listening to music.