I am truly passionate about helping companies and non-profits build effective retirement plans that attract and retain quality employees, ultimately allowing them to retire comfortably. Born and raised in Southern California, I am proud to have been the first of 9 siblings to graduate from college. My faith has guided me throughout life's journey and my family, including my two grown children and husband of 32 years are my inspiration. I love tennis and am fortunate to be a part of a very active tennis community that includes some of my closest friends.For 30+ years I have worked with closely held companies and non-profit organizations in the Los Angeles and Orange County areas with an emphasis on building quality employer-sponsored retirement plans that: 1 – Shoulder fiduciary and investment responsibility for the employer 2 – Minimize administrative burden and maintain compliance 3 – Attract and retain employeesHere are some of the areas I focus on with my clients:-->3(21) 401(k) and 403(b) Fiduciary plans and services--> Retirement plan participant education--> Rescuing out of compliance plans while proactively identifying potential compliance issues--> New plan start-up advising--> Driving plan performance through effectiveness, efficiency, and ease through E3 processServing in the top 1% of retirement plan advisors in Southern California, I take pride in providing a comprehensive and personalized approach with my clients to create maximum impact for their business and their employees.The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party site.Registered representatives offering securities and advisory services through Independent Financial Group, LLC, a registered broker-dealer and investment advisor, member FINRA/SIPC. Additional Advisory services offered through StoneKimbro, a registered investment advisor. Independent Financial Group, LLC, and StoneKimbro are unaffiliated entities.For state licensing information, please visit www,stonekimbro.com.
Listed skills include Employee Benefits, 401K, Retirement Planning, Defined Benefit, and 18 others.
