Working in the Retirement Industry since 1983 I have had the opportunity to work with Defined Contribution and Defined Benefit plans as an actuarial analyst, a plan administrator, an implementation project manager and a product manager. I’ve also helped employers with providing their employees a total compensation view of the compensation they receive and how it impacts the employees’ financial wellness. In addition I provide employee education on retirement and group benefits.
I carry a Masters in Human Resources degree and the Certified Employee Benefits Specialist Designation.
My focus at Mission Financial Planning – My key role is to assist practice owners in implementing a new 401k plan, educating their employees of the value of contributing to a retirement plan and providing the practice owner ongoing support with the plan administration.
Approach – My goal is to make the set up and maintenance of the 401k as easy as possible for the practice owner. And to help the employees value the 401k plan as a valuable benefit provided to them.
When I’m not working – You’ll find me cuddling with my kitty, Raven, in my garden, helping my HOA or traveling near and far.