Our Team
At Achieve Retirement, our highly trained staff are dedicated to help you with any questions you might have!
Our team is dedicated to always growing our knowledge in the industry. We are constantly reading up on new market studies, recent ERISA lawsuits and even attend national conferences to make sure we can consistently offer the best services to our clients.
MEET YOUR GUIDES
Patterson McKinlay, MBA, AIFA®, CPFA® President
Patterson McKinlay serves as President of Achieve Retirement, a division of E.A. Buck dedicated to delivering strategic retirement plan consulting and fiduciary services to businesses nationwide. With over 20 years of experience in the retirement plan industry, Patterson brings a deep understanding of plan design, regulatory compliance, investment oversight, and participant education.
In 2005, Patterson founded Achieve Retirement in Denver, Colorado, with a vision to simplify retirement planning for small to mid-sized businesses. Under his leadership, the firm has grown to manage more than 180 employer-sponsored retirement plans and over $800 million in assets under management. Achieve prides itself for its tailored approach to 401(k), 403(b), and other employer-sponsored plans—serving organizations who are passionate about delivering a refined retirement experience for their employees.
Patterson’s experience lies in building scalable retirement solutions that help reduce fiduciary risk while driving better outcomes for plan participants. He partners closely with business owners, CFOs, and HR leaders to align plan strategy with organizational goals, all while help to ensure a high standard of fiduciary care.
DJ Bartlett Participant Engagement Specialist & Private Wealth Manager
Cyndie Hodges, CRPS®, CPFA® Senior Retirement Plan Relationship Specialist
Jess Cwik, QKA®, CRPS®, CPFA® Retirement Plan Relationship Specialist
READ MORE ABOUT Our Services Below
The right retirement plan can inspire loyalty, attract top talent, and help your employees build a secure future. We work with you to design a plan that helps to support your business today and grows with it for years to come. Our approach blends fiduciary guidance with strategies that help keep your plan effective, compliant, and valued by those it serves.
Retirement Plan
Design
Fee
Benchmarking
Ongoing Investment
Oversight
3(21) & 3(28)
Fiduciary Support
Participant Group &
1:1 Meetings
Plan Sponsor
Training
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