Kristen Foster
As a Benefit Plan Manager, Kristen is responsible for managing employee benefit plan assurance engagements and overseeing the related tax preparation services. She specializes in serving clients in the employee benefit plan services group including privately owned companies, publicly held companies, and not-for-profit organizations. She is a member of CSH’s Columbus Marketing and Development Committee, […]
Kimberly Lennon
Kim Lennon joined the firm in 2016 with over 18 years experience working in the retirement plan industry. She is the primary contact for each of her clients and handles the daily operations of their retirement plans including annual compliance, required IRS and DOL filings and assisting with retirement plan design. Kim relies on her […]
Lance E. Drummond, QPA, QKA
Lance Drummond is responsible for the design, implementation, compliance, and administration of all types of qualified retirement plans. Lance is committed to providing clients with solutions to the retirement plan related problems they have experienced with other providers. Lance joined the firm in January, 2005 after working four years with a local third party administrative […]
James G. Haubrock, CPA
Jim Haubrock is the auditor and trusted business advisor to not-for-profit, construction, and real estate clients. He is also recognized as a national expert in employee benefit plan audit services. With Jim’s leadership of the Employee Benefit Plan Audit Services Group, CSH is one of the top 30 firms nationally to audit employee benefit plans. […]
William G. Edwards, CPA, CPFA
Bill Edwards leads the firm’s Benefit Plan Administration and Consulting Group. During the nearly 20 years he has been with Clark Schaefer Hackett, the firm has grown this practice from 60 plans to its current client list of over 650 plans. Bill regularly consults with employers regarding the administration of tax qualified retirement plans and […]