Hello!

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Since 2000, I have been committed to the employer-sponsored retirement plan space, collaborating directly with plan sponsors and participants to optimize their retirement strategies. I’ve discovered that while sponsors and participants have access to numerous tools and resources, they often feel overwhelmed by the sheer volume of information without proper guidance from a true 401(k) specialist rather than a generalist. I am that dedicated expert, focused on fiduciary guidance, cost efficiencies, customized plan design, and continual employee education, all while simplifying your fiduciary responsibilities. 

 

As an independent registered investment advisor (RIA firm), my goal is to transform the current approach to build long-lasting relationships with my clients by leveraging my 20+ years of experience providing exceptional workplace retirement plan fiduciary advice that is impartial, transparent, and always in your best interest. I am dedicated to delivering high-touch services that enhance retirement outcomes at a reasonable cost. As a subject matter expert, I also hold the CPFA® (Certified Plan Fiduciary Advisor) designation through NAPA, National Association of Plan Advisors and the CFS® (Certified Funds Specialist) designation from the Institute of Business and Finance and authored "401(k) Plans Made Easy - Understanding Your 401(k) Plan." I'm here to focus on how I can make things easier in managing your company's retirement plan while mitigating fiduciary risk for your business and optimizing retirement outcomes for you and your employees.  If you are looking for an ERISA 401(k) specialist to assist with your company's retirement plan with a hands-on, holistic approach, then look no further. Let's connect!