Dee is a Retirement Plan Consultant with SageView Advisory Group, located in Richmond, Virginia. She joined SageView at the start of 2020 and brings with her 17 years of industry experience.
Dee works with plan sponsors and fiduciaries to conduct plan reviews, consult on plan design, operations and administration of the plan as well as help design strategies for employee education and communication. In her prior experience as a Relationship Manager at Principal, she worked with many types of retirement plans including 401(k), 403(b), non-qualified deferred compensation, ESOP and defined benefit. Dee’s experience includes being an integral part of a team that was recognized as one of the top in the country for improving participant outcomes. She is passionate about creating trusted relationships with her clients, partners and team to accomplish a goal of creating a successful retirement program for the clients she serves.
Dee received her Bachelor of Science degree in Marketing from Virginia Commonwealth University. She is an Accredited Investment Fiduciary (AIF®) and holds the Certified Plan Fiduciary Advisor (CPFA) designation. She currently holds her Series 7 and 66 securities license and a life and health insurance license.