A versatile and adaptable professional with 19 years of experience in financial and benefits administration, I have a Bachelor of Business Administration in Personal Financial Planning from Central Michigan University. I am committed to excellence and continuous learning in my field, as well as to helping individuals and organizations achieve their financial and well-being objectives.As an Associate Consultant at Creative Planning, I support the Retirement team with investment committee meeting presentations, such as Plan Benchmarking analysis. I apply my problem-solving, client relations, and administration skills to ensure a smooth and efficient process, from data gathering and analysis to report preparation and presentation. I also collaborate with internal and external partners to coordinate and implement the clients' financial strategies and goals. Previously, I managed and administered the employee retirement benefit programs, such as 401(k), ESOP and Pension plans, at Republic Services and General Atomics, handling weekly payroll files, enrollment, participant inquires, audits, compliance, and communication, while maintaining a high level of customer service and accuracy. I am energetic, driven, and passionate about my work, and I welcome any opportunities to learn and grow.