Christel Gilman
TPA Consultant
Department: Company Retirement Plan Team
Experience: Client services since 2005; Retirement planning since 2018
Education: University at Buffalo
Christel provides client support by addressing questions regarding their 401(k) plan and making sure that their plan remains within compliance. Since joining the Modern Wealth team in June 2025, she has enjoyed developing relationships and assisting clients with their financial objectives.
Christel enjoys working in the retirement planning industry and being able to help people save for later in life. Her previous experience in the retirement planning industry includes serving in a leadership role for Paychex’s 401(k) department for five years. She also was an account manager at Guideline for a year at UZURV for two years.
Outside of work, Christel loves golfing and cooking with her son and supporting him in his many activities, including basketball, hockey, and debate club. Christel also enjoys painting, knitting, and hiking. A fun fact about Christel is that she’s Danish, as her mother immigrated over from Denmark. Christel has traveled to Denmark, France, Germany, Italy, Iceland, and Hawaii, and can’t wait to travel more soon!