CPI Qualified Plan Consultants, Inc. has promoted Vicki Keffer to the position of Senior Manager for Public Education, serving as retirement plan consultant specializing in retirement plan solutions for K-12 schools, as well as public and private colleges and universities.
Keffer’s coverage includes the continental U.S. west of the Mississippi River, Alaska, and Hawaii.
Keffer joined CPI in 2000 as a regional coordinator on the sales team. In 2002 she became a senior consulting coordinator in marketing, but was promoted to team leader less than a year later. In 2006 she became the founding supervisor of CPI’s new Education & Enrollment Services team, creating a team dedicated to assisting financial advisors with all aspects of plan management and participant education.
CPI president Jon Prescott stated, “The combination of her experience in the education community, her expertise in the retirement plan industry and her experience at CPI is of tremendous value.”
