Denise has worked at Corporate Plans & Services since graduating from Winthrop College in 1989. She began her career as an Associate Account Manager and began taking on her own clients in 1991. Denise was a Senior Account Manager until 1999 when she was blessed with twins. At that time, she decided to go part-time. She is now responsible for maintaining all plan documents and assisting clients with plan amendments. She also prepares 1099-R Forms and annual notices for safe harbor 401(k) plans. As a former math major, one of her favorite duties is assisting in reconciling plan assets. When not at work or homeschooling her two boys, Denise is actively involved in the children’s ministry of her church. She also enjoys reading, cross-stitching and crocheting. Denise lives in Fort Mill, SC with her husband and two sons.
You can reach Denise @ (704) 235-6551 ext 104