People

Linda Robertson, M.S.F.S., CEBS, CFP, ChFC

Director of Planner Operations, Financial Finesse, Inc.

El Segundo, CA

Jovicic, Rosaria

Jordan, Robert

Fletcher, Christina

Hamacher, Karen

Justin Held, CEBS Compliant

Director, Educational Programs, International Foundation of Employee Benefit Plans

Brookfield, WI

George B. Smith, CEBS

Chief Pension and Compliance Officer, Benetrends Financial

Schuitema, David

Davidson, Shari

Boehm, Amber

Logan, Kelly

Hailey, Meagan

Alejandro Beltran

Director of Training, District Council 16 Training Trust Fund

San Leandro, CA

Nancy M. Brown, CEBS

Principal, Jackson Thornton Asset Management

Montgomery, AL

Haas, Ryan

Tiffany Merfeld

Controller, CPA, Nor Cal Carpenters Union

Oakland, CA

Jennifer K. Peterson, CEBS

Sr. Benefits & Compensation Manager

San Marcos, CA

Matthew J. Alksninis

Client Team Manager, Fidelity

Quincy, MA

Christy Kim

Raleigh, NC

Black, Steve