Korinna A. Gundrum

Client Manager

Retirement Plan Services

  • 3320 W. Market St.
    Suite 300
    Fairlawn, OH 44333

About Korinna

Korinna has worked in the financial services industry for the past 12 years specializing in the retirement plan industry. As Client Manager, she is responsible for assisting clients in their role as Plan Sponsor. Korinna strives to expand our clients’ retirement plan understanding while identifying potential ways to enhance the current retirement benefit program.

Community Involvement

  • WASA Youth Soccer Coach

Subject Matter Expertise

Employer-sponsored Retirement Planning
Retirement Plan Administration and Compliance
Participant Education
Client Service
Vendor Management
Plan Benchmarking

Education and Certifications

Purdue University
Chartered Retirement Plan Specialist® (CRPS®)
Certified Plan Fiduciary Advisor (CPFA)