QPFC, Vice President, Retirement Plan Manager
Joyce joined our Denver office in 2011 and has more than 20 years of experience as a financial services professional working exclusively with corporate and institutional retirement plans. Her professional experience encompasses both the wholesale and retail sides of the industry. Joyce’s background includes business development, plan design consultation, plan provider due diligence, investment and plan reviews, annual plan audits, Form 5500 filing, compliance testing, client relationship management and employee education. Joyce is a graduate of the University of Arizona, with a Bachelor of Science in Business Administration, majoring in Finance. She holds the FINRA Series 6, 26, 63 and 65 examinations for Registered Representatives. She earned the qualified Plan Financial Consultant (QPFC®) designation from the National Association of Plan Advisors in 2015 and has passed the FINRA Series 7, 63 and 65 examinations.
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