Associates

Steven J. Menendez

Steven J. Menendez

    • Senior Vice President - Investments
    • PIM Portfolio Manager
    Steve is a veteran of the financial services industry with over 34 years of experience. He joined Wheat First Securities in 1987 which is now Wells Fargo Advisors. Steve and his fellow financial advisor Mike Ritter formed the Menendez and Ritter Retirement Group in 1991.

    Steve holds degrees from Northwestern University (BME) and the University of Hawaii (MM). He is a PIM Portfolio Manager who specializes in helping clients plan their retirement and managing their investments to maximize their retirement goals.

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    Michael D. Ritter

    Michael D. Ritter

      • Senior Vice President - Investments
      • PIM Portfolio Manager
      Mike has over 42 years of experience in the financial services industry.  After working for nine years in retail banking, he joined Wheat First Securities in 1989 which is now Wells Fargo Advisors.

      In 1991 Mike and fellow financial advisor Steve Menendez formed the Menendez & Ritter Retirement Group. Their practice is devoted to asset management and planning strategies for individuals and business owners.

      Mike holds a Bachelor of Science degree in Business Administration from the University of North Carolina at Chapel Hill.

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      David H. Yoder

      David H. Yoder

      • CFP
      • Associate Vice President - Investments
      • Senior Financial Advisor
      With over 17 years of experience in the financial services industry, David joined Wells Fargo Advisors and the Menendez & Ritter Retirement Group in 2021.

      As a Financial Advisor, David is dedicated to helping clients meet their financial needs.

      David holds a Bachelor of Arts degree in Economics and Philosophy from Lenoir-Rhyne University and a Master of Economics degree from North Carolina State University.

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      Chris Hunt

      Chris Hunt

        • Associate Vice President - Investments
        • Senior Financial Advisor
        Chris has over 22 years of experience in the financial services industry building and managing trusted advisory relationships. Chris joined Wells Fargo Advisors and the Menendez & Ritter Retirement Group in 2022.

        As a Financial Advisor, Chris is dedicated to helping clients plan for retirement and meeting their financial needs.

        Chris holds a Bachelor of Science degree from the University of North Carolina at Asheville.

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        Lauren Corum

        Lauren Corum

          • Client Associate
          Lauren has 20 years of experience as a Program Manager in the Energy, Transportation, and Non-Profit sectors in the San Francisco Bay Area.  After moving to North Carolina in 2016, she began her career with Wells Fargo Advisors in July of 2018.

           
          Lauren has a Bachelor’s degree in Psychology with Honors from National-Louis University.

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          Vandi Norman

          Vandi Norman

            • Client Associate
            Vandi has 25 years of experience in the financial services industry specializing in operations and client service excellence. After working for 23 years in retail branch banking, Vandi relocated to North Carolina where she began her career with Menendez & Ritter Retirement Group. 

            Vandi has an Associate in Applied Science degree in General Business from Scottsdale Community College and a Bank Account Management: Customer Service Certification from Rio Salado College in Arizona.

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