In her new position, Keffer will serve as retirement plan consultant specializing in retirement plan solutions for K-12 schools, as well as public and private colleges and universities. Keffer’s region includes the continental U.S. west of the Mississippi River, Alaska and Hawaii.
Keffer joined CPI in 2000 as a regional coordinator in sales. In 2002 she became a senior consulting coordinator in marketing and was promoted to team leader within the the year. In 2006 she became the founding supervisor of CPI’s newly established education and enrollment services division, creating a team to assist financial advisers with all aspects of plan management and participant education. Before joining CPI, Keffer worked for 10 years with a Kansas community college.
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