Director of Retirement Plan Sales
“As a people person, I appreciate that my job offers me the opportunity to work closely with my team, plan sponsors and other industry professionals when supporting our clients and our goals.”
Joné oversees our third party plan administration team. She manages our team’s activity in serving plan sponsors. Along the way, Joné is responsible for coordinating ACG’s client involvement, from plan conversions to the ongoing support of daily plan management.
Joné joined ACG in 2011 and has 16 years of industry experience. Her ongoing dedication to meeting clients’ goals with steadfast service makes her an integral team member. In addition to fostering meaningful and “results-oriented” client relationships, Joné serves as a technical resource for our staff regarding plan administration regulation and compliance.
- Enrolled Retirement Plan Agent
- Qualified Pension Administrator
- Qualified 401(k) Administrator
- Graduate, Bachelor of Applied Science in Organizational Behavior from Loyola University of New Orleans