RETIREMENT DIRECT - Key Persons

Anne Brenner - COO, VP

Job Titles:
  • Chief Operating Officer
  • Member of the RD Team
  • Member of the Your RD Service Management Team
  • Vice President
Anne Brenner, Vice President & Chief Operating Officer, has over 30 years of Banking and retirement plan recordkeeping experience. She has 22 years of experience in the daily valuation retirement plan business. She has developed procedures and quality assurance policies to ensure the highest level of service to our clients. Anne also manages the conversion process for RD. Anne is a proud graduate of Michigan State University with a Bachelor of Arts - Accounting degree.

Bill Capps

Job Titles:
  • Member of the RD Team
  • Member of the Your RD Service Management Team
  • Relationship & Compliance Manager
Bill Capps - Relationship & Compliance Manager, joined Retirement Direct in October of 2010 as a Client Relationship Administrator. He was promoted to his current position after providing outstanding customer service to his clients. Bill has over 16 years of progressive retirement plan recordkeeping experience. His area of specialty is compliance and ERISA related matters. Bill has an keen understanding of the needs of our clients and designs service models to exceed expectations. He has responsibility to ensure RD provides the highest level of quality service to our clients. Bill is graduate of University of North Carolina - Charlotte with a Financial Management degree. He has obtained his CRSP, Series 6,7,and 63 licenses.

Dan Brenner - President

Job Titles:
  • Member of the RD Team
  • Member of the Your RD Service Management Team
  • President
Dan Brenner, President, has over 30 years of retirement plan experience. He has 22 years of daily valuation recordkeeping experience. Prior to creating RD, he developed a daily valuation operation at 2 different Bank trust departments. He realized that there were many challenges for the community or regional sized bank trust department to have an good internal daily valuation recordkeeping service. After working on the bank trust side of the business for 13 years, Dan thought creating an outsource solution would satisfy a need in the market. RD provides all of the retirement plan services needed for our clients to be successful in their market place. Dan focuses on relationship management & product development but has experience in all facets of the retirement plan industry. Dan graduated from Wilmington College with a Bachelor of Science, Business Management degree. He is also a graduate of the Cannon Financial Institute Employee Benefit School.

Freda Prince

Job Titles:
  • Member of the Your RD Service Management Team
  • Relationship Manager
  • Client Relations Manager
Freda Prince, Client Relations Manager, joined RD in January of 2008. Freda has over 30 years of retail banking, investment management, and trust services experience. She has over 17 years of Retirement Plan administration experience. Prior to joining RD, she spent 5 years as Vice President and Manager of Security National Bank's Retirement Plan Department. Freda provides outstanding professional and personalized client service. She specializes in Plan Document services and all areas of client relationship services. She earned her Bachelor of Science in Business Administration from Cleveland State College. She also holds several certificates through the American Society of Pension Actuaries.