General Inquiry 800-658-9474
401(k) Employee Inquiry 800-716-3742
As a Relationship Manager, Kathy is part of the retirement plan services team that designs and manages retirement plans to help business owners create an optimal plan; one that is cost effective and efficient while also helping employees realize their retirement goals. She is the key contact for the business and its employees for the day-to-day activity of the plan, including compliance and audit support, and proactive and ongoing communication. Kathy is a strong problem solver and takes great pride when she is able to help people reach their retirement goals.
Monday, September 28, 2026 | 11 am – 12 pm CST
Women are often caring for aging parents, children and family, simultaneously. But, caring for the people you love shouldn’t mean putting your own financial future on hold! Sign up for our first HerPoint webinar to learn financial steps to help you balance the needs of caring for your parents, your children and yourself.
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