Christine Keller advises a wide range of clients on all aspects of health and welfare plan design, administration, and funding, including compliance with federal tax, ERISA, and other federal and state law requirements, plan and VEBA trust document drafting, participant disclosure, change in election issues, wellness program compliance, and claims and appeals. Her clients include employers, insurers, and service providers of all sizes. She draws on her prior IRS experience to provide practical advice about risks and to assist clients with obtaining informal guidance and rulings from the IRS and other federal agencies.
Senior Retirement Advisor Cafaro Greenleaf – A OneDigital Company
Jamie Greenleaf has spent her entire professional career helping retirement programs and public funds. Jamie provides consulting services in all areas of plan management and oversight, including plan design, fees and services benchmarking, investment management selection and monitoring, fiduciary and regulatory compliance, investment policy design, and financial education to many Fortune 500 and publicly traded companies, nonprofit entities and public agencies.
She is an adjunct lecturer in the Plan Sponsor University certification program for UCLA’s Anderson School of Business-Executive Education. Greenleaf holds a BA in Business Administration from Delaware Valley College, is a Registered Financial Advisor and is Life insurance licensed.
29 years of experience
Accredited Investment Fiduciary®
UCLA Executive Education Instructor
Member of various industry advisory councils
FINRA Series 7, 24, and 63 held with Triad Advisors
Series 65 held with Resources
Sits on the Board of the Center for Board Certified Fiduciarieslicenses.
Jamie founded HSAgateway now known as TILT in 2019.
Jamie currently resides in Rumson, NJ with her husband and two sons.