As the head of our Retirement Plan Services Group, I focus my energy on bringing clarity to company executives, owners and employees of 401(k) tax-qualified retirement plans. I help them save for and live in retirement by aligning an integrative team of Investment Manager, Financial Advisor, Third Party Administrator and plan providers to deliver the highest fiduciary standard.
With more than 14 years of experience ranging from plan design and set up, investment management and participant education, my objective is to simplify how you navigate the landscape of retirement plans allowing you to focus on what you do best.
As a member of the Board of Directors of the Women in Pensions Network, I serve as chair of the organization’s Mentoring Committee. I hold the Chartered Retirement Plans Specialist (CRPS®) designation from the College for Financial Planning.
I had so much fun when I was asked to create a four-part professional and personal development webinar series for the national organization of Women In Pensions Network, which has more 1,800 members. It was so well received that I was invited to speak at the Excel 401(k) Conference in Las Vegas, attended by hundreds of industry experts, to discuss the four stages of development, I call Awakening, Rule-Breaking, Hand Shaking and Piece-Of-Cake-ing.