4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
Roberta joined CAPTRUST in 2014 and currently serves as a director in the client solutions group and is responsible for ensuring exceptional service on our Freedom401k™ platform. Roberta has worked in the industry since 1997. Prior to joining CAPTRUST, she served as client services manager for Alerus Retirement Solutions, and previous to that she was the vice president of client relations for Freedom One Financial Group. She received a Bachelor of Arts degree in mathematics from Oakland University and holds the designations of Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA).