TOP RETIREMENT PLAN ADVISERS

Brea Dantin & Jeff Prince have been recognized as  2022 PLANADVISER Top Retirement Plan Advisers.

TOP DC ADVISOR TEAM

Our team has been recognized as NAPA's Top Defined Contribution Plan Advisor Teams in 2021

TOP ADVISOR UNDER 40

Matt Fleck recognized as one of NAPA's Top Retirement Plan Advisors Under 40. 

TOP WOMEN ADVISOR

Brea Dantin has been recognized as NAPA's Top Women Advisors in 2021

TOP 100 ADVISORS

ProCourse team has been recognized as one of planadviser's Top 100 Retirement Plan Advisers in 2020

CEFEX CERTIFIED FIRM

The CEFEX certification ensures that the advisor has prudent fiduciary practices in place and a culture of excellence, supported by documented and structured processes. ProCourse has been a CEFEX Certified firm since 2013.