About Yvonne
Yvonne has over twenty-five years of experience as a financial consultant. She honed her skills with both institutional and individual clients at the world’s largest private pension fund, TIAA-CREF (now known simply as TIAA). She developed extensive technical knowledge of employee benefit plans while at TIAA and acquired a depth of expertise in guiding institutional clients through the analysis, design, and installation of these plans. She also has vast experience providing financial consulting services, guidance, and information for her individual clients, helping them plan for a more secure financial future.