Katie Calpin joined Strategic Retirement Group in 2014 and is as an Account Executive-Participant Communication Specialist in SRG’s healthcare practice group serving clients in the Central Pennsylvania area.
Prior to joining SRG, Katie gained experience in the Financial Services Industry while at Prudential Retirement, where she served as a Customer Service Representative. At Prudential she handled a variety of Defined Contribution plans and was responsible for educating participants about the rules and regulations of their plans and assisting them in addressing their retirement goals.
Katie holds her FINRA series 6 and 63 registrations through Triad Advisors, and FINRA Series 65 registration through Strategic Retirement Group, Inc.
Katie also holds her State of Pennsylvania Life and Health license.