With more than 24 years of experience in retirement plan administration and compliance, Joy has developed a unique specialization in the qualified retirement plan market. She uses her experience and knowledge to help clients design a customized retirement plan that fits their needs and goals.
Her background has given her expertise in working with clients across all industries and all types of organizations, including sole-proprietors, partnerships, small-businesses, non-profits, governmental agencies, and large for-profit organizations. Joy serves clients with SEP and SIMPLE-IRAs, 401(k)/Profit Sharing plans, 457/403(b) plans, as well as Defined Benefit and Cash Balance Plans. She serves as the Chief Operating Officer for CRI TPA Services, LLC.
Joy is a long-standing member of the American Society of Pension Professionals & Actuaries (ASPPA) and serves her community as an active member the Metropolitan Rotary Club of Lubbock.
Certified Pension Consultant (CPC)
Qualified 401(k) Administrator (QKA)
Qualified Pension Administrator (QPA)
Abilene Christian University, Bachelor’s