As a senior financial advisor, I specialize in providing defined contribution, defined benefit, and non-qualified plan advisory services to retirement plan sponsors.
I help clients manage their plans more effectively with independent advice on investments, plan design, participant engagement, vendor management, and fiduciary process. At the end of the day my goal is to help my clients ensure the retirement success of their people.
Since becoming an advisor 16 years ago, I have earned, learned and honed many skills. It is proven that a successful investor does not look into the past but into the future. I track what major investors track. I look at movements in interest rates and projected earnings. And I read, a lot… about monetary policy (FOMC) and political fiscal policy (spending and taxes).
I am passionate about health and can be spotted daily at the gym. I enjoy a lifestyle of always helping others where I can. I am creative with my hands as I is just finished building a new home with my family.
• Studied at and graduated from the College of Financial Planning
• Master of Science from the Central Michigan University in Administration
Our office specializes in maximizing companies’ 401(k), 457, or 403(b), Deferred Compensation, Defined Benefit, Cash/Balance and all other types of retirement plans.
As your Client Service Associate, I am your first point of contact. I am the ‘go-to’ person when you don’t know who to go to. I enjoy working with our clients and look forward to helping make your job easier.
I come to the financial services industry after a lifetime in the non-profit sector. Because of my past experience, I grasp the importance for communication and follow-through with your requests.
My services to you include:
• Investment committee meetings
• Employee meetings
• Coordinate seminars for small groups
• Process retirement plan & employee paperwork
My husband and I enjoy travel adventures afar as well as hiking and spending time with our dog, Chip.
• Master of Art, Columbia Theological Seminary
• Bachelor of Science, University of Minnesota
As a plan sponsor it is critical to satisfy your fiduciary obligations and fully understand the responsibilities that affect your organization. You need a retirement consultant who is part financial advisor, part strategist, and part communicator – a relationship you can trust with your employees’ futures.
We can help you design and manage a retirement program that’s tailored to your organization, including group and individual retirement plans, one-on-one counselling, long-range retirement planning and education services for all employees.