Kelly Neal
Kelly Neal has been with the firm since 1991 and became a principal in 2005. She is an Enrolled Retirement Plan Agent (ERPA) authorized to represent clients before the Internal Revenue Service with respect to qualified plan matters, is a Member of the American Society of Pension Professionals and Actuaries and the National Institute of Pension Administrators, and is an American Society of Pension Professionals and Actuaries Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA). Kelly is a Sonoma County native and has more than 30 years of qualified retirement plan experience. Ms. Neal is the President of Jordan & Associates Retirement Services.