Joy has developed a unique specialization in the qualified retirement plan market and uses her experience and knowledge to help clients design a customized retirement plan that fits their needs and goals. Her background has given her expertise in working with clients across all industries and all types of organizations, including sole-proprietors, partnerships, small-businesses, non-profits, governmental agencies, and large for-profit organizations. Joy serves clients with SEP and SIMPLE-IRAs, 401(k)/Profit Sharing plans, 457/403(b) plans, as well as Defined Benefit and Cash Balance Plans. She also serves as the Chief Operating Officer for CRI TPA Services, LLC. As a COO, Joy makes it her priority to be available and reachable for her clients as often as possible.
Years of Experience
28
Education
Abilene Christian University, Bachelor’s
Professional & Civic Leadership
Board Member for Rotary Club of Metropolitan Lubbock
Professional Credentials
Certified Pension Consultant (CPC)
Qualified 401(k) Administrator (QKA)
Qualified Pension Administrator (QPA)
