Retirement Department

Vanessa Sharp, QKA, EA

Vanessa graduated from Longwood College in December 1999 with a Bachelor of Science degree in Psychology with a minor in Business Administration. She joined Zukerman & Associates, Ltd. in September 2004 and soon achieved the designation of Qualified 401K Administrator (QKA). Vanessa has over 20 years of experience in the retirement planning field and works to design defined contribution plans to meet a range of clients' needs. She is able to prepare all the necessary documentation for the plans from start to finish, including plan adoption agreements, trust accounting and preparation of Form 5500. Vanessa is also an Enrolled Agent and provides tax and planning services for our individual clients.