With more than 35 years of experience working with qualified retirement plans and 20 years of management experience, Carol plays an integral role on the Retirement Plan Advisory Team. She assists with plan design, vendor evaluations, plan implementation, administration and compliance of both 401(k) and 403(b) plans.
When it comes to work, Carol understands the “whole picture,” including investment guidelines, plan document review, employee communications and the plan transition process. When you combine this knowledge and add in her commitment to one-on-one personal service, you have a powerful resource that our clients have come to rely on.
In 2013, Carol received the H.H. “Red” Nelson Award1 in recognition of her outstanding achievement in client service. She is also a member of the Pension Council of the Midlands.
When Carol is away from work, she enjoys spending time with her family and nine grandchildren.
1The H.H. “Red” Nelson Award is sponsored by SilverStone Group and presented annually to one or more SilverStone Group associates for their outstanding achievement in Client Service. Recipients are nominated by their peers.
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