Our Retirement Services Administration Team

Scott is Director of Qualified Plans at Independence Financial Partners. He has over 25 years of experience in the administration of qualified pension plans. Formerly, he was Vice President of Pension Services for a national insurance brokerage firm. Prior to that, he served as Vice President and Chief Operating Officer of a Connecticut based Pension Consulting firm where he was responsible for the daily operation of the company.

Scott received his Bachelor of Science degree in Mathematics & Computer Information Science from Eastern Connecticut State University in Willimantic, CT. He’s a member of the American Society of Pension Professionals and Actuaries (ASPPA) and holds ASPA’s Qualified Plan Administrator (QKA) designations. He’s also a past President and current member of the Connecticut Chapter of the National Institute of Pension Administrators (NIPA)

Sherry is Assistant Director of Qualified Plans at Independence with more than 20 years of experience in the consulting, administration and communications of qualified pension plans. She was formerly a Senior Pension Consultant for a national insurance brokerage firm.

Sherry received her B.A. in Mathematics with minor in Computer Information Science from College of New Rochelle in Westchester, New York. She is a member of the American Society of Pension Professionals & Actuaries (ASPPA) and holds ASPPA’s Qualified 401(k) Administrator (QKA) designation.

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