Director of Client Experience
CJ serves as Chief Compliance Officer and is a Certified Employee Benefit Specialist (CEBS) and Registered Financial Gerontologist (RFG). CJ joined IAS after a 15 year career specializing in corporate health benefits, retirement plans and investment services for major insurance carriers.
With over 30 years of diversified financial services experience, she is a valued resource to our clients who are in life transitions.
CJ enjoys yoga, Pilates, cooking, reading and spending time with her grandchildren.