Leadership

A team of experienced professionals who believe great retirement plan service starts with great relationships.

Owner-operators and industry specialists who’ve built their careers in risk — not rotated through it.

  1. Amber M. Lloyd, APA, CMFC, CFP®, ERPA

    Managing Member & Owner

    Amber M. Lloyd, Managing Member and Owner of RMS, began her career in retirement plan administration and consulting in 1994....

  2. Andrea B., QPA, QKA

    Account Executive

    Andrea joined RMS in December, 2007 and became an Account Executive in 2012. She is a graduate of Missouri Western...

  3. Jessica M.

    New Business Support Specialist

    Jessica joined RMS in June 2018. She spent her first three years with the company as an Administrative Assistant before...

  4. Greg G., QKA

    Account Executive

    Greg joined RMS in January, 2012 and became an Account Executive in 2021. He graduated from Spalding University with a...

  5. Leisha G., MBA, CEBS, QKA, QKC

    New Business Consultant

    Leisha Gosling has worked for over 30 years in the field of Defined Contribution Plan Administration. She graduated from University...

  6. Caryn P., QKA

    Account Executive

    Caryn joined RMS in 2013 and became an Account Executive in 2023. She graduated from the University of Kentucky with...

  7. Susan MB., QKA

    New Business Consultant

    Susan rejoined RMS in 2022 as a New Business Consultant having previously worked from 2009-2012 as a Senior Plan Specialist....

  8. Diana L., QKA

    Account Executive

    Diana joined RMS in 2010 and became an Account Executive in 2021. She is a graduate of the University of...

  9. Jeannette S.

    Senior Plan Specialist I & Office Manager

    Jeannette, a Senior Plan Specialist I, has been with RMS since the business started in September, 1997. She is a...

  10. Becky B., QPA, QKA

    Account Executive

    Becky joined RMS as an Account Executive in January, 2024. She is a member of the Louisville Employee Benefits Council,...

  11. Margaret W., QKA

    Senior Plan Specialist II

    Margaret joined RMS as a Plan Specialist in November, 2002 and became a Senior Plan Specialist II in 2012. She...

  12. Ryan S., QKA

    Plan Specialist

    Ryan joined RMS in June, 2021. He graduated from Eastern Kentucky University with a Bachelor of Business Administration in Finance...

  13. Sherry F., QKA

    Plan Specialist

    Sherry joined RMS in December 2021. She graduated from University of Louisville with a Bachelor of Arts in Psychology. Sherry...

  14. Hannah T.

    Plan Specialist

    Hannah joined RMS in April 2025 as an Office Administrator and was promoted to Plan Specialist in February 2026. In...

  15. Allison C., QKA

    Plan Specialist

    Allison joined RMS in January 2023. She graduated from the University of Louisville with a Bachelor’s degree in Justice Administration...

  16. Susan B., MBA, QKA

    Senior Plan Specialist

    Susan joined RMS in September of 2023 as a Senior Plan Specialist. She is a graduate of Husson University, Portland...

  17. Teresa B., QKA

    Plan Specialist

    Teresa joined the RMS team in June 2023, bringing a unique blend of experience from both the financial and educational...

  18. Erin B., QKA

    Plan Specialist

    Erin joined RMS in August 2023. She graduated from the University of Wisconsin – Madison with a Bachelor of Science...

  19. Allie B., MBA, MENG, QKA

    Plan Specialist

    Allie joined RMS in June 2024. She graduated from University of Louisville with a Masters in Industrial Engineering and from...

  20. Jacob W.

    Plan Specialist

    Jacob joined RMS in May, 2026. He graduated from Western Kentucky University with a Bachelor degree in Finance and Accounting....

  21. Kurt B.

    Retirement Plan Specialist

    Kurt joined RMS in June, 2024 as a Plan Specialist. He graduated from the University of Kentucky with a Bachelor...

  22. Austin G.

    Plan Specialist

    Austin joined RMS in December 2025 as a Plan Specialist. He graduated from Indiana University Southeast with a Bachelor’s in...

  23. Owen C.

    Plan Specialist

    Owen joined RMS in December 2025 as a Plan Specialist. He graduated from Midway University with a BS in Sports...

  24. Aaron L.

    Chief Financial Officer

    Aaron joined RMS in January 2014 as CFO after spending fifteen years as owner and Vice President of Operations at...

  25. Deliyanis RF.

    Office Administator

    Deliyanis joined RMS in February of 2026 as an Office Administrator. She graduated from the University of South Florida with...

Have Questions? Connect With Our Team.

The RMS team is ready to help you evaluate your plan's design, explore new strategies, and ensure you're meeting all regulatory requirements.