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Hope entered the retirement plan industry in 2000 and has served clients in several roles including annual testing, contribution and distribution calculation, 5500 reporting, and plan design.  Hope enjoys solving client issues so that their plan runs smoothly, and they understand the process of plan administration and their role in it. 

If you have a question Hope wants to hear it and help you understand the “why” of the issue as well as the process.  Hope has also helped plan sponsors in her role as a Relationship Manager where she was responsible for coordinating multiple tasks that involved both internal departments and those her firms have partnered with including plan investment advisors.

Hope’s true passion is to partner with and support those whom she works with and she draws on the multiple roles she has performed in the retirement industry to do that.