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Kathy has worked in the employee benefits industry since 1992, and brings a passion for client service delivery to her relationships with employers. A graduate of the University of Wisconsin-Stevens Point with a degree in Business Administration, she is a member of the American Society of Pension Professionals & Actuaries.
Kathy's expertise spans the full spectrum of qualified retirement plans, highlighted by her desire to assist clients in maximizing the success and quality of their plan while minimizing costs and fiduciary exposure. Her services include:
Managing the plan conversion process
Plan design analysis
Selection and ongoing monitoring of the investment program
Investment policy development
404(c) execution
Development and delivery of an effective employee education program
Kathy is strongly involved in community activities. She was cofounder and past board chair of South Wood County Junior Achievement, and is now a board member of the combined Junior Achievement of Portage and Wood counties. She is also a JA classroom volunteer | 