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Michelle Parks, QKA
Manager
Michelle is a Manager for the Firm. She works as a liaison between the insurance and investment agents, the clients, as well as the investment and insurance providers. Michelle coordinates the plan design, implementation, and education for clients and agents. She maintains the relationships with our strategic partners as well as developing new agent relationships. Michelle has a Bachelor of Business Administration degree in Accounting from Midwestern State University. She has attained the ASPA Qualified 401(k) Administrator (QKA) designation along with the ASPA Pension Administrator certification, Daily Valuation certification, and the Certificate of Cafeteria Plan Fundamentals. She is pursuing her Qualified Pension Administrator (QPA) designation as well as her Certified Public Accountant license. She is a member of the Greater Waco Chamber of Commerce 2003 Leadership Waco Class, Chamber Partners, and the American Society of Pension Actuaries (ASPA). |
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