Managing Director, APA
Debbie has nearly 40 years of experience in the retirement plan industry encompassing all facets of retirement plan administration and firm management Her specialties include personnel management and career development, financial modeling and forecasting, workflow and CRM data base development, profitability analysis, and management of strategic partnerships. In her role, she is primarily focused on client consulting, sophisticated plan design, and all aspects of retirement plan operations.
Debbie has considerable experience working on large, national/multi-location/audited plans. Debbie also spent many years of her career working in the daily valuation/recordkeeping environment where she was tasked with managing the relationships and administration of the firms’ largest clients.
Debbie has earned industry designations through the National Institute of Pension Administrators (NIPA) and the American Society of Pension Professionals and Actuaries (ASPPA).