Awards & Honors


Financial Times Top 401(k) Advisors List (2018)


NAPA Top Women All-Star (2018, 2017, 2016, 2015)


NAPA’s Top DC Advisor Firms (2018, 2017)


Founding Lecturer, The Retirement Advisor University (TRAU), UCLA's Anderson School of Management


Member, ASPPA (American Society of Pension Professionals & Administrators)


Member, NAPA (National Association of Plan Advisors)


Advisory Board Member, Allianz


Advisor Board Member, Principal


Advisory Board Member, PIMCO




Client Lockbox

Contact Details

1060 Maitland Center Commons

Suite 360

Maitland, FL 32751

Phone: 866-625-4611

Fax: 407-740-6113