4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
Relationship Manager,
Freedom401K
Kim joined CAPTRUST in 2014 as a client relationship manager and is responsible for supporting our client service efforts on the Freedom401k team. Prior to joining the firm, Kim served as an account manager at Alerus Retirement Solutions, and has worked in the industry since 2006.
Taking a little time out to understand the basics of...
It’s early the morning of November 4, the day after...
The National Association of Plan Advisors (NAPA) recently recognized CAPTRUST...