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P&G Retirement Services
To serve the Procter & Gamble community, we have up-to-date experience and an understanding of the P&G retirement plan, profit sharing and savings plan, and benefits packages. Mariner Wealth Advisors’ P&G wealth planning team combines the professional disciplines of four Certified Financial Planner(TM) (CFP(R)) professionals, a former Procter & Gamble employee, and a former advisor from P&G’s retirement plan previously held at J.P. Morgan. This experience enables us to develop a comprehensive plan that is customized to the specific goals of each P&G employee and retiree we partner with.
The years leading up to retirement are critical from an investment and planning perspective; retirees may not be able to undo a distribution strategy once it’s implemented.
The following items need to be built in to a retiree’s customized plan:
Tax Bracket
Income Needs
Estate Planning Considerations
Risk Tolerance
Charitable Plans
Many Other Factors
Committed to Helping You Navigate Your Financial Future
Meet the P&G Retirement Team

Brad Morgan, CFP®
Director & Senior Wealth Advisor

Patrick Richter, CFP®
Director & Senior Wealth Advisor

Nate Kunkel, CFP®
Senior Wealth Advisor

Keith Hamberg, CFP®
Senior Wealth Advisor

Timothy Gerard
Senior Wealth Consultant

Kyle M. Moore, CFA
Portfolio Manager

Todd Block, CPA
Director, Tax Planning & Preparation
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Procter & Gamble
Team Qualifications
Discover how we can help you achieve your goals.
- Combined professional disciplines of a Certified Financial Planner (CFP)®, Chartered Financial Analyst (CFA)®, Certified Public Accountant (CPA) and a former Procter & Gamble employee to form this specialized team
- Personal experience working alongside P&G J.P. Morgan Retirement Plan Services, former custodian of the Procter & Gamble PST & Savings Plan
- First-hand experience working with Procter & Gamble employees, retirees and alumni
- Technical knowledge of the Procter & Gamble retirement plan
- Adept in profit sharing plan distribution strategies, stock option awards, restricted stock grants and appropriate planning techniques to minimize taxes and reduce concentration risk
- Collective experience of more than 30 years in building customized portfolios, including asset allocation and security selection
- Comprehensive wealth planning knowledge, tools and resources
Wealth Planning Calendar
for P&G Employees

360° Advice Designed to Last
Resources for You
Check back soon as new resources are added often!

P&G Retirement Overview Webinar
Brad Morgan, senior wealth advisor at Mariner Wealth Advisors, and Nate Kunkel, wealth advisor at Mariner Wealth Advisors, host a webinar for Procter & Gamble employees regarding their retirement.
P&G Retirement Plan Offers Many Investment Options
Within the P&G Retirement Plan, there are many different options for where to allocate your investments. Once you turn 50, you have access to these options within your PST, and you always have access to these options if you are saving in your 401(k) Savings Plan. Listed below is a summary of the options available to you.
Reverse Rollover
Oftentimes, our P&G clients are unable to perform the annual Backdoor Roth IRA contributions due to having funded traditional IRAs. When performing a Roth conversion, a funded traditional IRA brings in tax liability due to the pro rata nature of the conversion.
360° Advice Designed to Last Today and Beyond
About Mariner Wealth Advisors
Having a partner, like Mariner Wealth Advisors, in this process can give you the peace of mind that you have properly considered and analyzed all the appropriate alternatives and have chosen a path that is right for you.
Financial and investment planning is not a product; it is an ongoing process between Mariner Wealth Advisors and you. This philosophy is the foundation of our wealth advice.
Once your plan is developed, we will:
- Implement your customized investment strategy
- Work side-by-side with you and your family
- Monitor your portfolio and financial plan
- Work closely with your other professional advisors to make sure your investment goals, tax strategies and estate plans are part of one coordinated effort.
Our objective is to provide you the peace of mind you need to fully enjoy your retirement years.
Mariner Wealth Advisors is not affiliated with Procter & Gamble. Any reference to them should not be construed as an endorsement by either party.
There is no assurance that any financial or investment planning will be successful. Investing involves risk, including the possible loss of principal.