PRESS RELEASE August 19, 2025 For Immediate Release Theresa Conti Executive Director, The Cerrado Group THE CERRADO GROUP HOLDS ANNUAL MEETING NATIONAL – The Cerrado Group held its annual meeting in Salt Lake City from August 9th to 12th.  During their time together the member firms had discussions about both collaboration initiatives including automation, efficiencies and staff training and leadership along with continued distribution in the marketplace in conjunction with their partners. “Our annual meeting was a review and continuation of the initiatives we set in January as I started my first full year with the group” says Theresa [...]

PRESS RELEASE July 8, 2025For Immediate Release Theresa ContiExecutive Director, The Cerrado GroupTHE CERRADO GROUP ANNOUNCES LEADING RETIREMENT SOLUTIONS AS NEWEST MEMBER FIRM NATIONAL – The Cerrado Group is pleased to announce that effective July 1, 2025, Leading Retirement Solutions (LRS) will become a member firm of the group. Leading Retirement Solutions was founded by Kirsten Curry in 2009, in a Seattle coffee shop, LRS has grown into a nationally recognized provider of retirement plan solutions.Leading Retirement Solutions Founder & CEO, Kirsten Curry says “we are proud to join The Cerrado Group, an influential think tank and advocate for the [...]

PRESS RELEASE April 1, 2025 For Immediate Release Theresa Conti Executive Director, The Cerrado Group THE CERRADO GROUP ANNOUNCES PROFESSIONAL BENEFIT SERVICES AS NEWEST MEMBER FIRM NATIONAL – The Cerrado Group is pleased to announce that effective April 1, 2025, Professional Benefit Services, Inc. (PBS) will become a member firm of the group. The firm was founded in 1989 by Garth Rouse and Rene Jones and today it continues to be owned and operated by the same family. The firm is one of the largest and most respected firms in the pacific northwest. PBS CEO Greg Jones notes “We [...]