My academic background, rooted in the liberal arts, prepared me well for a career path spanning different sectors beginning with higher education fundraising. The most rewarding professional achievements have developed connections I’ve had the privilege of facilitating for the benefit of organizations and individuals. While philanthropy driven by donor passion transforms institutions and leaves a lasting legacy for generations, helping businesses and retirement plan participants attain retirement readiness can do the same!
Professional Roles:
I serve as the administrative main point of contact for employer-sponsored retirement plan clients including 401(k), 457(b), and 403(b) plans. I assist advisors with plan development and plan health strategies at the business level and individual retirement plan participants. On our team, I spearhead participant education opportunities, business marketing, and communication with internal and external retirement plan service providers.
Academic Qualifications and Memberships:
Bachelor of Arts, Washington & Jefferson College, 2000
Phi Beta Kappa, 2000
Human Resources Professionals of Central PA
Accredited Retirement Plan Consultant Candidate, The Retirement Advisor University