A graduate of California State University, Fresno with a BS in Business Administration and Finance in 2005, Katie also is an Enrolled Retirement Plan Agent with the IRS and holds her QPA and QKA credentials with the American Society of Pension Professionals & Actuaries (ASPPA). Katie started her career in financial services with Bankers Life & Casualty before deciding upon her current career in plan administration and consulting. Katie’s apprenticeship in plan administration began at CKS in 2006 where she was repeatedly recognized as an efficient and customer oriented plan administrator and consultant. Katie’s superb analytical and problem solving prowess positions her as an important team leader at WESPAC.
Retirement Plan Department Manager