Kathy Warren, CRSP®

A headshot photo of Kathy Warren

Retirement Plan Specialist


Kathy was born and raised in Grand Rapids and happened into the ERISA Corporate Retirement Plan world by chance, finding the role that gives purpose to each day at the office. She is a Certified Retirement Services Professional® (CRSP®) in her field and enjoys helping clients maximize their retirement plans for them and their participants.

Kathy joined the firm in 2020, and helps clients manage the operational needs of their company’s retirement plan. She guides them through their fiduciary requirements and helps oversee their operational needs, while advocating on their behalf with their retirement plan business partners.

Kathy loves animals and has always believed in giving back by volunteering at her church, Kids Food Basket, Gilda’s Club, and Crash’s Landing. Kathy enjoys cooking, gardening, spending time with family and friends, and enjoying the beautiful lakeshore we have here in Western Michigan.