Balefire Wealth has announced that David Serposs has joined the firm as senior corporate solutions adviser.
Serposs brings more than 15 years of experience serving employers, retirement plan sponsors and nonprofit organizations. His background includes leadership roles with Principal Financial Group and Securian Financial, where he advised organizations on retirement plans, fiduciary responsibilities, employee benefits and participant outcomes.
In his role at Balefire, Serposs will work with business owners, employers and institutions to support retirement plan strategy, fiduciary oversight and workplace financial wellness initiatives as part of the firm's growing Corporate Solutions team.
The addition of Serposs reflects Balefire's continued investment in its corporate solutions platform and its broader strategy of attracting accomplished professionals who share the firm's commitment to client service, collaboration and long-term relationships.
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