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Who We Are

Jeff Bowers, CFP®, CFBS Photo

Jeff Bowers, CFP®, CFBS

Founder & CEO

In 1989, I joined Bowers Insurance as an agent and co-owner. While I enjoyed my job, I noticed that a lot of my clients were not being properly served by their current advisor. So, a few years later in 2008, I founded Bowers Advisory Group in an effort to bridge the gap and offer my clients the objective, financial advice they needed to be successful.

I graduated from Shepherd University with a bachelor’s degree in business administration with a concentration in marketing and economics. Outside of work, you can find me riding my bike around town, Indycar racing and umpiring local little league baseball games.

Kristi Shank, FPQP ™ Photo

Kristi Shank, FPQP ™

Service Assistant

As the service assistant, I handle all client questions, concerns, & account changes. No matter who you are, I am happy to help you with any issues or challenges you may encounter.  

I have over 25 years of customer service experience and hold the Financial Paraplanner Qualified Professional designation (FPQPTM), as well as, my Life & Health insurance license. I am also a graduate of Hagerstown Business College where I obtained my Legal Secretary Certificate.  

In addition to my work at Plan2Retire, I am an active committee member of the Washington County Juniors Volleyball Club and an active member of Virginia Avenue Church of God. I enjoy spending time with my family & dogs, watching my daughter’s play & coach volleyball, & spending time at the beach.

Alexis Bush Photo

Alexis Bush

Relationship Manager

I am the Relationship Manager here at Plan2Retire. I am here to help build your positive relationship with our company. I look forward to meeting each and every client and helping them as best I can.

I am a graduate Shepherd University with a Bachelors in business administration with a concentration in financial planning. My minor is marketing. I am also pursuing my CFP designation. 

Outside of work I love spending time with my family, cooking, and running. I’m always looking forward to sunshine and warm weather!