Mari Erb, MBA, CFP®, CPFA, AIF®
Director of Retirement Service and Operations
As a retirement service specialist, Mari understands the importance of being financially ready for retirement and properly educating clients about their retirement needs and goals. Mari is passionate about empowering our clients’ employees with the knowledge and tools they need to secure their financial futures.
Using her relationship building skills and financial expertise, Mari provides clear, personalized guidance tailored to individual needs through one-on-one consultations, group workshops, and online resources. She stays abreast of regulatory changes and compliance requirements to ensure clients remain on-track to meet their retirement plan goals. Leaning on Mari’s expertise and dedication, RPS clients can better navigate the complexities of retirement planning confidently and achieve financial peace of mind.
Mari holds both the Certified Financial Planner™ (CFP®) and the Certified Plan Fiduciary Advisor (CPFA) designations, which demonstrate her expertise in acting as a plan fiduciary and assisting plan sponsors in managing their roles and responsibilities. In addition, she obtained the Accredited Investment Fiduciary (AIF®) certification, conferring specialized knowledge of fiduciary standards of care in the investment management process. Mari holds a bachelor’s degree in Personal Financial Planning from Kansas State University and a Master of Business Administration (MBA) from Texas State University.
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