A Boutique Investment House

Est. 1986 | Portland, Oregon

Michael G. Tudor has earned the designation of Qualified Plan Financial Consultant (QPFC)

Ron Sloy with Sloy, Dahl & Holst, Inc. is very proud to announce that Michael G. Tudor has earned the designation of Qualified Plan Financial Consultant (QPFC), through the American Society of Pension Professionals and Actuaries (ASPPA). Michael is one of less than 10 QPFC’s in the state of Oregon, and 250 in the nation. According to ASPPA, the QPFC designation is the professional credential for financial professionals who sell, advise, market or support qualified retirement plans. The QPFC program provides an understanding of general retirement planning concepts, terminology, distinctive features of qualified plans and the role of retirement plan professionals. QPFC is not an entry-level credential. A candidate will be expected to demonstrate a general proficiency of plan administration, compliance, investment, fiduciary, and ethics issues.

Michael’s commitment to the qualified retirement plan marketplace, and our clients at Sloy, Dahl & Holst, Inc., has given tremendous focus and direction to the future of our firm.

“Retirement planning, and investing in general, are at the top of nearly everyone’s list of importance. It probably falls right behind family, health, and religion for some. It’s also at the top of the list of things that most people don’t understand. For me, that screams a need for qualified and dedicated professionals who truly focus on the best interests of plan participants and their beneficiaries. That’s how I treat every retirement plan, plan sponsor, and plan participant we work with. It’s also why I love what I do.” Michael G. Tudor

Michael joined Sloy, Dahl & Holst, Inc. in late 2008, after spending three years with Spectrum Pension Consultants, Inc. in Tacoma, WA. It was with Spectrum and the Koumantaros family where he developed his passion for the retirement plan industry. Michael has worked with hundreds of plan sponsors over the last six years, focusing on what he calls the “Health Check” of a retirement plan.

“The process has to start with the client’s objectives first. It has to go from A-Z, not Z-A, and the process has to be prudent. That’s how you end up with a truly healthy retirement plan, which produces participants reaching retirement successfully. That’s the goal.” Michael G. Tudor

Please join us in congratulating Michael for this wonderful accomplishment, in becoming a QPFC. He has a wonderful passion for this industry and our clients, and this designation is well deserved recognition for his commitment.

Best regards,

Ron Sloy, CFP

Sloy, Dahl & Holst, Inc.
829 NW 19th Avenue
Portland, OR 97209

Phone (503) 248-9800
Fax (503) 248-7088

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