Choi, who joins SLW as an account manager, was most recently at Principal Financial Group, where he was a retirement plan internal wholesaler in the Northern California office, focusing on qualified plans. He specializes in investment due diligence and benchmarking related to qualified plans. Choi holds a bachelor’s degree in management science from the University of California at San Diego, as well as FINRA Series 7, 6, 63 and 66 licenses.
Jenkins previously worked as a retirement plan counselor for the City and County of San Francisco’s 457 plan with Great-West Financial. In her new role of participant education specialist and account manager, she specializes in client relationships, participant education, asset allocation and retention for qualified plans. Jenkins served in the United States Navy from 2001 to 2006. She is pursuing a degree with Grand Canyon University and holds FINRA Series 6 and 63 licenses.
SLW is a retirement plan consulting and advisory firm in Lafayette, California.