Retirement Plan Consultant
714-210-4164 ext. 805 Voice
Lea joined the CrossPlans team in June 2021, bringing over 16 years of industry experience. She is a graduate of Marshall University, with a BS in Biology. Opportunity opened in the field of retirement administration in 2005, where Lea found her home. During her career, she gain experience in custom retirement plan design, plan conversions, complex allocations and testing, and 5500 filings. In an automated world, she values providing excellent service to her clients.
Lea, her husband John, and their daughter currently live in West Virginia. They enjoy family game night and playing with their dogs.