Carrie Hepburn, AIF®
DIRECTOR OF RETIREMENT PLAN OPERATIONS
Carrie’s 17 years of experience skillfully navigating and advising on retirement plans allows her to quickly assess a client’s most urgent needs and pursue solutions. She has dedicated her career to being an advocate for her clients and helping them achieve their goals.
And she does it all with good humor and a friendly, comfortable approach that zaps any anxiety or overwhelm a client might be feeling. She actively listens to her clients and keeps everyone focused on the positive – which leads to finding resolutions and meeting objectives.
Aside from friends and family, Carrie believes dog kisses, wide-open spaces, and peanut butter are some of life’s very best things. And that prioritizing life’s very best things should be on everyone’s to-do list. She’s calling out the old lie that “nice guys finish last” and is proof that with kindness, resolve, and hard work, you can accomplish big things.
Carrie’s top three values: Balance. Honesty. Fun.
Success Stories
Payroll and 401(k)
A promise of “integrated” Payroll to 401(k) resulted in compliance errors and inaccurate funding.
Employee Education
Retirement Plans are only as good as the Employees who participate in them.
Investment Menu
An investment menu is most optimal when focused on easy-to-understand products, low cost and limited risk.