As a Client Relationship Manager with the Retirement Plan Services team at Legacy Planning, I manage plan design review, and provide consultative services and solutions to help our clients manage their retirement plans and pursue their goals. I also assist 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.
