Team MJ

Shelly Boomershine joined the MJ team as a plan operations manager and has since transitioned to the role of client executive within the Retirement department. Shelly collaborates closely with the retirement advisors to ensure successful execution of their retirement and financial wellbeing strategy. As a client executive, Shelly oversees plan processes, conducts extensive plan document review, and provides operational support to the team.

Shelly’s invaluable contribution stems from her diverse experience, having worked at a Big 4 accounting firm, an insurance company, and a third-party administrator based in Indianapolis. Additionally, she has contributed to multiple local private wealth management firms. These varied experiences have honed her expertise, enabling her to provide customized solutions to the clients she serves.

Ashley Burchard joined the MJ team in 2012, initially serving as the marketing director for the MJ Retirement department. Through her exceptional performance, she earned a promotion to the role of director of retirement communication + engagement, where she oversees the development and execution of client-specific financial wellness campaigns.

Ashley brings over a decade of sales, business development, and brand management experience to the team. She plays an instrumental role in MJ’s ability to evaluate, strategize, and advance both internal and external communication processes. While her tenure and accomplishments are impressive to most, Ashley is most proud of bringing the annual 4.01k Race for Financial Fitness to Indianapolis, raising over $130,000 for financial literacy programs at local nonprofits.

Nathan Cook joined the MJ team as a plan operations assistant and has since progressed to the role of account manager within the Retirement department. In his current position, Nathan assists our clients in navigating their retirement needs, providing both short- and long-term solutions. He collaborates with team members to develop client reports, review plan design summaries, and facilitate other key deliverables, ensuring that clients can achieve the future they envision.

Prior to MJ, Nathan accumulated professional experience in the personal finance industry, working as an associate financial representative. This experience allowed him to discover his passion for crafting personalized solutions for clients and makes him a valuable asset to the MJ team.

Brea Dantin is a retirement plan advisor and chief operations officer in the MJ Retirement department, where she advises retirement plan committees and oversees the department’s operations. Drawing on over two decades of specialized experience in retirement savings and employee benefits, Brea possesses an unparalleled ability to stay abreast of trends in the retirement plan industry. Leveraging this expertise, she assists clients in optimizing their plans for both plan sponsors and participants alike.

Brea’s interest in the financial industry led her to a career where she quickly discovered the perfect fit for her skills. A natural leader, her motivation stems from a passion for coaching those in need of financial support, and she finds continual inspiration in the challenge of guiding groups of employees toward a secure retirement.

Bringing over 25 years of experience to the MJ Retirement team, Paul Donahue helps individuals and organizations set and achieve financial goals to improve retirement outcomes. As a retirement plan advisor, Paul assists clients with the review and development of plan design to achieve organizational goals. Additionally, Paul serves as a member of the MJ Retirement Investment Committee.

As a Certified Financial Planner™, Paul has worked with business owners, corporations, charitable organizations, and individuals. Paul utilizes his wealth of knowledge to help plan committees and plan participants through financial education.

Matt Fleck is as a retirement plan advisor in the MJ Retirement department and has been advising plan sponsors since 2006. At MJ, Matt helps employers manage every facet of their retirement plan including fiduciary risk management, committee governance, plan design, investment due diligence, fee benchmarking, vendor oversight, and participant education.

Drawing on nearly two decades of experience, Matt utilizes his expertise to create well-designed programs that enable clients to optimize their retirement plans. Matt was named a Top 100 Retirement Plan Advisor by the National Association of Plan Advisors (NAPA) in 2020, 2022, and 2023.

Anna Kate Ohl joined the MJ team as a plan operations assistant. Currently, she holds the position of associate account manager in the MJ Retirement department. In this role, Anna collaborates with her team to offer daily support to our clients and assists with scheduling, drafting reports, facilitating quarterly deliverable projects, and managing the client portal.

Prior to joining MJ, Anna earned her degree in communication studies from Ball State University. Today, she applies her communication skills and expertise to stay organized, communicate effectively, and aid the MJ Retirement team in providing our clients with an exceptional experience.