Meet The Team
A Team Dedicated to Helping You and Your Employees Succeed
Whether you are seeking the most appropriate retirement plan for your company or guidance for your financial planning needs, the team at Mid-Atlantic Planning Services is ready to provide objective advice and innovative ideas as you pursue these important goals.
William Reimold, CLU,® ChFC®
President and Owner
Bill is a Chartered Life Underwriter® and a Chartered Financial Consultant.® He is a member of the Society of Financial Service Professionals and the American Society of Pension Professionals & Actuaries. Bill specializes in retirement plan design, investment due diligence, and fiduciary compliance.
William Reimold, CLU,® ChFC®
President and Owner
James Reimold, CFP®, CLU®, ChFC®, AIF®
Vice President
Jim is a Certified Financial Planner®, a Chartered Life Underwriter®, and a Chartered Financial Consultant®. He is also a member of the American Society of Pension Professionals and Actuaries as well as the National Association of Plan Advisors. Jim’s specialties include the execution of employee retirement plans, investment due diligence, fiduciary compliance, competitive analysis, and plan participant education.
James Reimold, CFP®, CLU®, ChFC®, AIF®
Vice President
Ann Kutz
Director Administrative Support and Compliance
Ann joined our firm in 2004 and is our administrative and compliance support specialist. Her background is in Third Party Administration, retirement plan design and compliance. Ann is a member of the American Society of Pension Professionals and Actuaries. Ann also coordinates client projects with outside actuaries and ERISA specialists.
Ann Kutz
Director Administrative Support and Compliance
Anna Musselman
Director of Client Relations
Anna joined Mid-Atlantic Planning Services in 2019, bringing years of client service and operations experience to our firm. She works with Bill and Jim to ensure clients receive superior support by managing our client service and review schedule. In addition, Anna manages our business development initiatives and helps coordinate new client onboarding.
