Summit Group of Virginia
Retirement Plan Advisor
Lieren serves as a Retirement Plan Advisor on our Retirement Plan Consulting team. She works closely with retirement plan sponsors to deliver fiduciary plan reviews, investment oversight, plan design consulting, vendor oversight, and employee engagement strategies that help improve retirement outcomes.
As a CERTIFIED FINANCIAL PLANNER™ professional, Lieren also provides financial coaching to employees and plays a key role in our financial wellness initiatives, helping individuals build confidence in their financial future.
Lieren earned a Bachelor of Arts in Finance from the University of Arizona. Prior to joining Summit Group, she served as Operations Manager of a specialized wealth management firm and as a Portfolio Manager with SunTrust Bank, bringing valuable investment and client service experience to our team and clients.
Our aim is to serve our clients with their best interests at heart. If you think we might be able to help you, reach out to start a conversation.
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