Lisa Margaret Martin

Lisa Margaret is responsible for providing customized solutions to the firm’s retirement plan clients, including plan design, implementation, ongoing plan administration, corrections, and plan termination for all plan types including 401(k) plans, profit sharing plans, money purchase pension plans, collectively bargained multi-employer (union) plans, 457(b) and (f) plans for governmental and tax-exempt entities, 403(b) plans […]

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 […]

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 […]

Get in Touch.

What service are you looking for? We'll match you with an experienced advisor, who will help you find an effective and sustainable solution.

  • Hidden
  • This field is for validation purposes and should be left unchanged.