Callie Sue (Smith) Southard, CRPS
Login to view DISC.Callie Sue Southard is a Chartered Retirement Plan Specialist® and Relationship Manager at PCS Retirement. With a background in financial services, she specializes in retirement plan operations, ERISA compliance, and plan administration, helping advisory firms, recordkeepers, and TPAs navigate complex retirement plans. She holds a Bachelor of Science from Roberts Wesleyan University.
Outside of her professional life, Callie appears to value personal connections and maintaining a healthy work-life balance. Her online activity suggests an appreciation for celebrating lifes moments, such as attending friends weddings, and she expresses positivity through her shared content.
Callie holds the Retirement Plan Fundamentals (RPF) certification, highlighting her specialized knowledge in the field.
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