Elaine has extensive experience in the financial services industry. She joined Jackson Square Financial in 2001 and has assumed a number of different roles and responsibilities during her tenure. As Manager of Retirement Plan Services, Elaine focuses the efforts of the department on ensuring superb client experience. With a high level of expertise in the field of qualified plan administration, she assists clients with plan design, education, and administration issues, acting as a liaison between plan and service providers and product sponsors.
Elaine is a member of the American Society of Pension Professionals and Actuaries (ASPPA). She is California Life and Health insurance licensed, holds the FINRA Series 6, 7, 24 and 63 Securities Registration with LPL Financial, and is an LPL Account Executive.