Our Team

We've built our firm on lifelong relationships rooted in performance and trust.

About Ann Vanderslice Retirement Planning Strategies

At Retirement Planning Strategies, our sole focus is YOU.

We’re committed to helping you work toward achieving the retirement you want. We do this by providing guidance to help you develop an overall retirement income strategy, and offering a variety of insurance and investment products to help achieve the objectives of that strategy.

We have a strong team of professionals helping ensure you receive all the assistance you need not only in developing your retirement income strategy, but in maintaining it throughout your retirement.

Meet Ann Vanderslice

Ann Vanderslice, president and founder of Retirement Planning Strategies, has helped federal employees understand their benefits, explore options to potentially optimize the value of their benefits, plan for retirement and organize income planning and IRA distributions since 2002.

Ann holds a Registered Financial Consultant designation from the International Association of Registered Financial Consultants as well as the chartered Retirement Planning Counselor from the College for Financial Planning and brings a wealth of retirement knowledge to her clients.

With experience in federal retirement planning, Ann customizes planning and solutions to your specific needs. As part of the planning process, she works with you on an ongoing basis to track your progress and to help ensure that your retirement income strategy is meeting your needs.

Ann is the author of the book “Fedtelligence 2.0, The Ultimate Guide to Mastering Your Federal Benefits,” which presents you with short, bite-sized chapters to provide you with valuable insights that can help you make the most out of your benefits and plan for retirement.

Jason Johnson

ADVISOR | Jason@annvanderslice.com

Jason Johnson is an Investment Advisor Representative who helps federal employees understand their benefits and plan for retirement. Jason joined Retirement Planning Strategies in August of 2015, bringing with him over 10 years of experience in the
securities and retirement planning industry. Jason has a passion for helping people and having a positive impact in their lives. He believes the foundation of good planning starts with truly understanding his clients’ goals and ambitions. Jason is a graduate of
Kansas State University and is very active in his local community, organizing and coaching youth sports teams. He enjoys spending time with his wife, Megan, and their four children camping, hiking and skiing.

Ashley Robinson

ADVISOR | Ashley@annvanderslice.com

Ashley Robinson joined Retirement Planning Strategies in June 2015 with over 10 years in the financial services industry with Merrill Lynch, JPMorgan Chase and Wells Fargo. Prior to that, Ashley graduated with a BA in Communications from Arizona State University in 2002. She recently relocated to Denver, Colorado, in December 2014 from Scottsdale, Arizona. She enjoys yoga/meditation, physical fitness activities, film and travel.

Mariko Kerns

CLIENT SERVICES LIAISON| Mariko@annvanderslice.com

Mariko Kerns is the client services liaison, class coordinator, marketing director and travel coordinator at Retirement Planning Strategies. Her responsibilities include coordinating course training for federal employees, directing client relations, scheduling appointments for the team, preparing class materials, managing the office correspondence and creating marketing materials.

Mariko has been with Retirement Planning strategies since July of 2011. Prior to that, she graduated from the University of Denver cum laude with a dual degree in international business and Spanish with a minor in economics. She also managed a small French bakery where she gained much of her baking know-how. Mariko is our resident pastry chef and has been the main baker for the infamous Cookie
Exchange, during which she bakes more than 2,500 delicious cookies. Our office is extremely lucky to have her great cooking knowledge.

She is a great addition to our team and our clients appreciate her enthusiasm and understanding of the retirement process. When Mariko is not at the office or baking, she enjoys reading, camping and going on road trips with her husband. Contact Mariko to schedule an appointment, verify a class time/location, sign up for a class, or to inquire about scheduling a class.

Mary Beth Saldin

ACCOUNTING | Marybe th@annvanderslice.com

Mary Beth spent all but eight months of her 36 years of federal service with the Department of Veterans Affairs. She worked for VA in Minneapolis, Honolulu and Denver and retired at the end of 2010 as the Director of the VA Health Administration Center. She has a passion for helping others understand their federal benefits and was able to apply that in her previous position managing worldwide healthcare benefit programs for VA beneficiaries. Mary Beth says her satisfaction came from speaking to beneficiaries and educating them on benefits they never knew they were eligible for. At times it was life changing for them.

Now that she is retired, she is able to transfer that same passion to help federal employees understand their benefits and prepare for retirement. In her free time, she enjoys reading, walking, traveling and spending time with her three grandsons.

Trace Teboda

NEW BUSINESS SPECIALIST | Trace@annvanderslice.com

Trace Teboda joined Retirement Planning Strategies in April 2016 with over 3 years in the financial services industry with JPMorgan Chase and Teboda and Associates. Prior to that, Trace graduated with a BA in Graphic Design from UW-Whitewater in 2013. Trace is our New Business Specialist and Graphic Designer. He and his fiancé recently relocated to Denver, Colorado in February 2015 from Chicago, IL. Trace
has a passion for the outdoors and art. He enjoys rock climbing, slack lining, hiking/camping, and snowboarding. He also creates abstract, intricate ink drawings. His favorite shows are Game of Thrones and Dexter. Contact Trace for assistance on your new account, policy or transfer of assets.

Carol Tresco

CLIENT SERVICES | Carol@annvanderslice.com

Before retiring from the Department of Agriculture in 2014, Carol spent 36 years in the federal government workforce. She worked her way up from human resources clerk to HR specialist, focusing on employee benefits and retirement processing. Carol said the best part of her job came from interacting with all the employees, helping them better understand their benefits. She assisted them in completing all personnel paperwork and explaining the various forms. Carol brings a wealth of knowledge and experience to the table in assisting our clients with inquiries regarding their journey into retirement. When she’s away from the office, she enjoys reading, crocheting and walking with her two dogs. Contact Carol with questions that you may have regarding your Federal Benefits.

Dan Werts

CLIENT SERVICES | Dan@annvanderslice.com

Dan Werts joined Retirement Planning Strategies in January 2016, bringing with him over 20 years of experience in sales and customer service. He graduated from the University of Iowa in 2002 with a BS in Economics. Dan has a passion for providing the best client experience possible and helping to ensure that our clients have a clear understanding of their products and investments. He resides in Castle Rock with his wife and two children and spends his time working on projects around the house and spending time outdoors. Contact Dan if you have questions on your existing account, withdrawals and distributions

Strategies for Financial Independence

When you are ready, here's what to do next. There are three ways we can help you:

1. Sign up for a Federal Benefits Analysis
2. Sign up for a seminar
3. Call or email to schedule your complimentary consultation

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Ask Ann

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

Get access to our helpful retirement kit which includes The Road to Retirement, Own Your Own Retirement, and the Retirement Playbook guides that address topics you should consider when planning your retirement.

Ask Ann

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

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*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

*Securities offered through Cabot Lodge Securities LLC [CLS]. Member FINRA/SIPC 
Advisory services offered through CL Wealth Management LLC [CLWM]
60 Broad Street, Suite 3402, New York, NY 10004, 888.992.2268.
Ann Vanderslice Retirement Planning Strategies is not controlled by a subsidiary of CLS or CLWM.*

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