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, Lieren serves as 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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