Associates
Steven J. Menendez
- Managing Director - Investments
- PIM Portfolio Manager
Steve is a veteran of the financial services industry with over 36 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.
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
- Managing Director - Investments
- PIM Portfolio Manager
Mike has over 43 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.
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
- CFP
- Associate Vice President - Investments
- Senior Financial Advisor
With over 18 years of experience in the financial services industry, David joined Wells Fargo Advisors and the Menendez & Ritter Retirement Group in 2021.
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.
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
- 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 investment needs.
Chris holds a Bachelor of Science degree from the University of North Carolina at Asheville.
As a Financial Advisor, Chris is dedicated to helping clients plan for retirement and meeting their investment needs.
Chris holds a Bachelor of Science degree from the University of North Carolina at Asheville.
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Lauren Corum
- Client Associate
Lauren works directly with our valued clients, walking them through each step of account opening, executing financial requests and handling every aspect of the estate settling process. She strives to deliver an elevated client experience by resolving client requests, working through unique situations, and strengthening client relationships with the Team.
Lauren has over 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. In her spare time, she volunteers on her HOA Board and various community non-profit organizations.
Lauren has over 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. In her spare time, she volunteers on her HOA Board and various community non-profit organizations.
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Vandi Norman
- Client Associate
Vandi has 28 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 in 2019 where she began her career with Menendez & Ritter Retirement Group in 2021.
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.
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.