Relationship Manager, Registered Representative
Bio
Kelsey Murray, CPFA™, QKA, Relationship Manager, Retirement Plan Consulting, seeks to deliver legendary service to corporate retirement plan clients. Kelsey serves as a counselor to companies that sponsor retirement plans by monitoring their investments, fees and providers. Her role also includes facilitating regular plan updates and providing consulting on all four of HORAN’s retirement pillars of service: investment services, fiduciary oversight, plan design and employee education.
Areas of Expertise
Relationship Management
Education
Plan Design
Project Management