Abigail Abigail Grover Stender
Cpfa & Client Success Specialist @Guida & Mccubbin Financial Consultants
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WORK HISTORY
Cpfa & Client Success Specialist @Guida & Mccubbin Financial Consultants
Henderson, NV, US
I support both retirement plan operations and the advisory team’s personal book of business, helping ensure clients and participants receive a high level of service and clear communication.Key Responsibilities:Partner with fiduciary advisors to deliver plan reviews, benchmarking reports, and plan design support.Organize and facilitate employee education meetings to improve participation, financial literacy, and retirement readiness.Serve as a point of contact for plan sponsors, from coordinating data collection and quote requests for recordkeepers and wholesalers to day-to-day support on plan operations. Support the advisory team’s client base by managing scheduling, documentation, and client service requests to maintain strong ongoing relationships.Develop internal processes that improve efficiency, accuracy, and client experience across both retirement plans and individual accounts.
EDUCATION
University of Nevada-Las Vegas
Bachelor of Business Administration (B.B.A.)
College of Lake County
Associates
Musicians Institute
Degree in Music Business
SKILLS
ABOUT ABIGAIL ABIGAIL GROVER STENDER
CPFA, 401(k) Plan & Client Success Specialist
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