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Meet Our Team

Our team has professionals who are dedicated to ensuring your experience with us is one of excellence. We’re only happy when you’re successful.  Our talented team members deliver solid retirement consulting and administration using a diversity of skill sets, perspectives, and backgrounds.

Chad Wilkinson, AIF®, CFS®


(888) 958-4979 ext. 105

(716) 313-2779

Chad Wilkinson started Valiant Retire out of a passion for perfection for his clients. He has almost 25 years’ experience of specializing in qualified plans and is proud of his roots. While his first job out of college was...

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Daniel Halle, AIF® RPA®


(888) 958-4979 ext. 102


Dan joined Valiant Retire, Inc. with over 29 years of experience in the areas of Fiduciary, Qualified Retirement Plan Consulting, Qualified Retirement Plan Investment Advisory, Qualified Plan Design and Plan Administration, Retirement...

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Nicole Schneider

Benefit Consultant

(888) 958-4979 ext. 104

(716) 313-2536

Nicole joined the Valiant team with over 20 years of experience in plan design, consulting, and administration. Clients quickly embrace her deep understanding of ERISA and her ability to design and implement a program to meet both...

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Lindsey Richards

Director of Client Services

(888) 958-4979 ext. 101

(716) 313-2017

Lindsey joined the Valiant team as Director of Client Services with over 16 years’ experience in retirement plan onboarding and on-going administration. Lindsey’s remarkable organizational skills and great personality make...

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Amy Simonsen

Client Relationship Manager

(888) 958-4979 ext. 106

(716) 313-2487

Amy joined the Valiant team as Client Relationship Manager. Her 15+ year career has given her extensive experience in retirement plan administration, covering a wide variety of plan types. She also has considerable experience in...

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