Hooker & Holcombe
Karin Shepard is a seasoned professional with extensive experience in operations and marketing. Currently serving as a Senior Operations Analyst at Hooker & Holcombe since November 2012, Karin previously held the position of Operations Analyst in Investment Advisory. Earlier career roles include Media Consultant at Forward Motion, LLC, where responsibilities encompassed social media community building and managing public relations inquiries, as well as Marketing Senior at Haggett Longobardi and Senior Merchandise Coordinator at S&S Worldwide. Karin holds an Associate of Science degree in FSM from Manchester Community College, earned between 1988 and 1991.
This person is not in any teams
Hooker & Holcombe
**Hooker & Holcombe has been acquired by USI Consulting Group, a national industry-leading, full-service retirement plan consulting and benefits administration firm.** Since 1956, our business philosophy has been based on understanding our clients’ vision and delivering the strategic solutions needed to help them identify, achieve and exceed their retirement plan goals. Today, this philosophy lives on through teams of experienced consultants and analysts dedicated to providing exceptional actuarial, investment advisory, administrative and compliance services for employer-sponsored pension, OPEB, 401(k), 403(b), 401(a) and 457 plans. Through collaboration, these teams bring expertise, technology and innovation that assists clients with realizing superior retirement plan outcomes. Supporting participants’ desire to better understand their retirement options is key to a well-rounded retirement benefit. Our education specialist works with plan sponsors to identify participants’ wants and needs in order to customize effective and affordable financial wellness programs. Our enduring philosophy, consultative approach and reliance on best practices has helped guide hundreds of clients on the path to successful results. Shouldn’t you be one of them?