Jacinta bridges the communication between leaders and various business units while servicing corporate retirement plans across multiple states. With 25 years of experience, her expertise spans participant support in 401(k) plans, plan sponsor administration, field office hiring, and account executive work. Jacinta’s approach is rooted in understanding that a one-size-fits-all approach isn’t suitable for clients. She believes in providing proactive service and financial education to help individuals of all backgrounds become good stewards of their money, ultimately leading to less stress and a higher quality of life.

Meet Our Team