Consultant | Cammack Retirement Group
As a Consultant at Cammack Retirement I lead a team in providing retirement plan consulting and advisory services to approximately 15 non-profit and state clients with over $15B in assets and 200,000 participants. I partner with clients in all aspects of the due diligence process, including investment analysis, plan design, compliance, and process changes. I work not only to help clients ensure that their employees have enough to retire, but also on financial literacy and providing education around a broader financial picture. I have recently started an initiative with higher education clients to mentor university students, discussing the importance of saving early and providing advice on starting a career in the financial/consulting industry. Recently, (2015) I was acknowledged by my peers and the National Association of Plan Advisors and selected as a Top Women Advisor. I received BA from the University of Richmond and enjoy cooking and playing tennis in my spare time.