Retirement Plan Advisor
Lieren serves as a Retirement Plan Advisor on our 401(k) Consulting team. As a Certified Plan Fiduciary Advisor (CPFA), Lieren is involved with many aspects of our ongoing plan advisory services, including our investment monitoring process and fiduciary plan reviews. In addition, as a CERTIFIED FINANCIAL PLANNERTM Professional, Lieren is a dedicated resource for investment and retirement inquiries from employees and oversees our ongoing financial wellness initiatives.
Lieren is a graduate of the University of Arizona where she earned a B.A. in Finance. Before joining our firm in 2016, she also served as Operations Manager of a retirement-focused wealth management firm, as well as Portfolio Manager with SunTrust Bank.
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