As a Client Relationship Manager working within the Retirement Plan Services team we conduct Plan design reviews, providing consultative services and solutions to help our clients manage their retirement Plans and meet their goals. Assisting the Plan Fiduciaries with their duties such as, but not limited to, investment fund lineup, benchmarking, cost analysis and vendor capabilities.
I have more than 25 years of experience in the retirement industry, inclusive of administration, consulting, and operation management. My clients have encompassed a broad spectrum including public and private organizations, as well as tax-exempt entities. I have consistently gained client confidence and built strong relationships, allowing me to work with my clients and solve problems in an effective and efficient manner.
When not in the office, I enjoy the outdoors, hiking and camping with my husband, Bill, and our family.
