CPI Qualified Plan Consultants, Inc., a full-service retirement plan solutions company headquartered in Great Bend, announced today that Bill Cavalier has accepted the position of Director of Broker-Dealer Relationships. In a statement issued internally, CPI President Jon Prescott stated, “It is my pleasure to announce that Bill Cavalier has accepted the position of Director of Broker-Dealer Relationships. Bill’s experience working with financial advisors and their retirement plan clients has given him a valuable understanding of the roles of the broker-dealer and financial advisor in the retirement plan industry. He will continue to be a strong voice for new services, new products, and helping retirement plan advisors grow their assets under management.”
Mr. Cavalier has been with CPI since 1989, starting with CPI’s then-fledgling flexible benefit department. In 1990, he was promoted to regional manager for CPI’s southwestern territory. During his tenure on the sales team, Mr. Cavalier was responsible for opening regional sales offices in Arizona, Texas, Oklahoma, and Ohio. He has published numerous articles on flexible benefit administration topics and has taught marketing and sales management classes for the Barton Community College business program. Bill and his wife, Lola, make their home in Fayetteville, N.C.