Contact Us

Investcorp Retirement Specialists, Inc.

101 Lakeforest Blvd., Suite 302
Gaithersburg, MD 20877
Phone: (301) 740-2550
Fax: (301) 740-2880

Our Staff

Michael Bonnell, Senior Vice President
301-740-2550

Jon Hoppe, General Legal Counsel
(301) 740-2550

Mary Moran, Operations Manager
301-740-2550

Operations
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Elaine Roecklein, Regional Director
301-740-2550

Virginia Valentine, Customer Service Assistant
301-740-2550

Accounts Payable
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Processing Center / Securities America, Inc. Branch Office

101 Lakeforest Blvd., Suite 302
Gaithersburg, MD 20877
Phone: 301-740-2550
Fax:   301-740-2880

Transaction Processing, Pending distribution requests
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