Isabella Barquero
Associate, Retirement Plan Consulting Division
Isabella is passionate about helping business owners navigate their retirement plan with confidence. With over 8 years of experience in the retirement plan industry, she has held a variety of roles giving her a well-rounded understanding of retirement plan administration and client services.
Isabella specializes in building strong client relationships, delivering exceptional service, and providing solutions that help organizations achieve their retirement goals. Known for her collaborative approach and commitment to continuous learning, Isabella’s goal is to create a positive experience for clients while helping them build a stronger financial future.
Outside of work, Isabella enjoys traveling, spending time with family, and making memories with her 2 dogs, Nora and Bug. She expresses her creativity through crafting and DIY projects and enjoys discovering new experiences, whether at home or abroad.