Jewel leads education-first engagement strategies that help make complex retirement and fiduciary topics clear, actionable, and compelling. Her work supports participant and plan sponsor education, team member training, business growth, and communication strategies.

• 20+ years of experience driving retirement plan engagement, advisor effectiveness, and business growth
• Master of Business Communication, University of St. Thomas Opus School of Business
• BBA in Marketing, University of Wisconsin–Eau Claire
• Platinum Telly Award for a 401(k) participant educational video
• First Place, Signature Award, Profit Sharing/401(k) Council of America for 401(k) participant education campaign