Lisa brings 15 years of experience to BLB&B Advisors from the Gwynedd Company where she served as a senior account manager. Lisa has extensive 401(k) plan knowledge, including daily processing of 401(k) plans, record keeping, and Discrimination Testing (ADP/ACP). Lisa has also worked in various positions in Human Resources Departments, primarily with an emphasis in Employee Benefits. She attends regular ASPPA (American Society of Pension Professionals & Actuaries) meetings and seminars to keep abreast of regulation changes and updates.
In her spare time, Lisa enjoys competitively running. She regularly participates in local