Director of Operations/Shareholder
With over eighteen years of experience, Cari is the leader for a team of well-educated and skilled employees who design (or redesign), implement and provide administration for all types of defined contribution plans. Her team specializes in plans for smaller, closely held businesses with individualized retirement needs. As such, the team specializes in complex, or atypical defined contribution plans designed to create maximum cost efficiency.
In addition to providing quality control and overseeing all aspects of compliance for the team, Cari is also focused on organizational operations, maximizing organizational efficiencies and making Dunbar Bender & Zapf, Inc. a great place to work. In 2014, Cari became a shareholder of DBZ.
Cari is an active member of the American Society of Pension Professionals and Actuaries (ASPPA) and has achieved the designations of Qualified Pension Administrator (QPA) and Certified Pension Consultant (CPC). She is a board member and active participant in the local ASPPA Benefits Council (ABC) of Western Pennsylvania.
Cari graduated from the Pennsylvania State University with a Bachelor of Science degree focusing in Labor and Industrial Relations with minors in Communications and Psychology. Cari joined DBZ in August of 1998 as an entry level administrator in the Special Plans Unit.
When Cari is not working, she enjoys spending time with her husband, Michael, son, Jason and family pups. As time allows, Cari also enjoys entertaining friends, experimenting with new recipes, and building or creating anything for her home – the more challenging, the better.