Dara Harkleroad

Relationship Manager

Dara is a graduate of Rowan University with over two decades of experience in retirement plan management. She began her career at Merrill Lynch, where she progressed to Client Service Manager, gaining expertise in 401(k) operations. Later, as a Senior Retirement Analyst at NRG, Dara managed 401(k), defined benefit, and non-qualified plans, overseeing vendor relationships and collaborating with payroll and labor relations. Prior to joining Cadence Financial Management, she managed 401(k) and non-qualified plans at American Water, streamlining operations and leading employee education initiatives to enhance retirement plan participation.