Bailey joined the firm in 2017 as a Plan Administrator, bringing with her previous plan administration experience as a support team associate, interim team lead, and 3(16) coordinator. In those roles, Bailey served as a team expert for 3(16) services, 5500 tax forms, and Relius, and worked to ensure quality and efficiency of various tasks related to retirement plan administration. Originally from Appleton, Wisconsin, Bailey enjoys the performing arts within the community.
- 3(16) Coordinator at The Retirement Advantage
- Accounting Administrator at David J. Kamps S.C.
Education & Credentials
- University of Wisconsin – Stevens Point, BA, Arts Management
- University of Westminster, Master of Management