Kenia manages our pooled employer plan portfolio and assists in corporate client administration. With over five years of experience, she’s become a proficient resource for retirement plan servicing. Kenia holds degrees in Business Management and Economics and is passionate about improving financial literacy, especially among those who share her background. Her values include faith, creativity, and supporting others, which drive her commitment to helping individuals understand their finances and use money as a tool for a brighter future.

Meet Our Team