Planning for retirement is a journey, and understanding your GE’s pension plan is an important step towards financial independence. The details of your GE pension can sometimes be a bit complex. Our team at HCM will help you understand the key elements and strategies that will help you maximize your benefits. The decisions you make today will impact your financial future, which is why it is important that you take the time to review your GE retirement plan with a financial advisor to ensure you are optimizing your options.
Hear from Greg Middendorf, CFP®, CCPS®, HCM's in-house GE pension expert who has helped many pre-retirees and retirees navigate the complexities of the GE retirement plan.
Even the savviest GE employees can find the retirement options to be complicated. Our team simplifies the plan into these broad categories:
VPA/PPA, RSP & Basic Pension Overview
Meet Our GE Team
Our expert team has a deep knowledge of the ins and outs of your P&G retirement plan options, general investment planning, and tax considerations.
Nathan Barbian
Greg Middendorf, CFP®, CCPS®
Doug Johnson CFA
Ryan Stenken, CPA
Nathan Barbian
Client Services Representative
Nathan joined the HCM team in September 2024. He graduated with a bachelor’s degree in business administration from DeVry University in 2009. Previously, he was a Customer Relationship Advocate with Fidelity.
Nathan grew up in Ohio in a small town outside of Wilmington. He is a big movie buff, going to the movie theater most weeks with his girlfriend. They also enjoy going to local festivals and pop culture conventions. He currently resides in Park Hills, Kentucky.
Doug Johnson CFA
Senior Investment Strategist | Partner
Doug is the senior investment strategist in the investment and research department. With 15 years of investment management experience, Doug has a deep understanding of markets and portfolio management. He understands the importance of having a well-defined investment process and removing the behavioral biases that can lower an investor’s return over time.
Doug guides the investment committee in developing and implementing HCM’s investment strategies.
Doug and his wife Cindy live in West Chester with their two sons. In his free time, Doug enjoys family time, golf, playing and watching hockey and travel.
"The four most dangerous words in investing: 'this time it's different.'" -Sir John Templeton-
Greg Middendorf, CFP®, CCPS®
Wealth Advisor | Partner
Greg is a wealth advisor and partner at HCM Wealth Advisors. He helps individuals and families achieve a brighter future by creating financial plans that combine retirement goals and college planning. He talks with a lot of people who do not have a plan and helps them to create one.
When working with clients, he knows how important it is to to develop the relationship and build trust. He wants to build a financial plan to fit you and your family’s needs, now and into the future. He knows the importance of being thoughtful, resourceful and above all, a great listener. Planning is a team effort and involves using the knowledge, technology, and wisdom to achieve financial success for clients and their families.
Greg and his wife Jaime live in Wilder, KY, where he is the proud father to Bella, Lilly, Max, Cameron, Henry and Duke. In his free time, Greg enjoys running, Xavier basketball, reading and having fun with the entire family.
"Enjoy the little things in life, because one day you will look back and realize they were the big things.” -Kurt Vonnegut-
Ryan Stenken, CPA
Accountant
Ryan is a Cincinnati native who graduated from Xavier University with a B.S. and M.S. in Accounting. Shortly after graduation he earned his CPA designation. He has over 6 years of accounting experience, including 5 years at a mid-size local accounting firm where he worked on closely held businesses and individual tax returns.
In his free time he enjoys cooking, attending concerts, watching sporting events, traveling, and spending time with his wife, family, friends, and dog.
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