Who We Are

Meet our Team and Consultants

At the heart of our company is a dedicated team of professionals who are passionate about helping you achieve your financial goals. Meet the individuals who are ready to partner with you on your journey to financial confidence and success.

The Retirement Studio Team

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Brian Boswell, CPP®

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Co-Founder & Sr Wealth Advisor

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Brandon Barber

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Co-Founder & 401(k) Specialist

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Josh Bergman, JD, CFA®

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Sr. Wealth Advisor & UHNW Specialist

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A young man with short brown hair is smiling while wearing a light-colored button-up shirt, standing in front of a green, leafy background.

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Keegan Hardy

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Wealth Advisor

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Hillary Peterson

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Client Service Manager

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Investment Consultants

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Anshul Sharma

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Savvy Wealth

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David Gao

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Savvy Wealth

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Andrew Bronson

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Marcado

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Nathan Sharp

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Marcado

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See if our team is the right fit for you today.

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