​For more than 25 years, I've worked in the employer-sponsored retirement plan space, serving plan sponsors and participants. What I've learned is that despite the excess of information out there, but the dedicated support that moves the needle is still very limited. Most plan sponsors have access to plenty of tools and resources. What's missing is a true specialist who can minimize the complexity, turn information overload into a clear path and give fiduciary guidance that's truly in your interest.

 

​That's what I do.

 

As an independent registered investment advisor (RIA) specializing in retirement plan advisory solutions, I bring a level of expertise, attention and focus that a generalist advisor may not provide. My practice is built on four pillars: ERISA fiduciary guidance, cost efficiency, customized plan design, and ongoing participant education. Because I'm independent, I can work with virtually any recordkeeper or Third Party Administrator in the marketplace. I have established relationships with many of the industry's most well-known platforms, such as Empower, Voya, Principal, Paychex, Fidelity, Vestwell and Transamerica, but my work is never limited to a preferred or approved list. If your plan is already with a recordkeeper you trust, I can work within that relationship. If you're starting fresh or considering a change, I'll help you find the right fit for your plan and your employees.

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I hold the CPFA® (Certified Plan Fiduciary Advisor) designation through NAPA and the CFS® (Certified Fund Specialist) designation from the Institute of Business and Finance, and I'm the author of 401(k) Plans Made Easy: Understanding Your 401(k) Plan. These credentials reflect my lifelong commitment to retirement plan mastery, providing the technical depth required to help you oversee your plan with absolute clarity.

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If you're ready to work with an ERISA 401(k) specialist who brings a hands-on, holistic approach to your company's retirement plan, one who simplifies your fiduciary responsibilities while optimizing outcomes for you and your employees, let's connect.

 

​​​Outside of work, you'll find me staying active in Huntington Beach, California. Fitness has been a lifelong passion and I have been teaching group fitness classes since 1995, currently at the YMCA in Newport Beach. I'm also an avid runner with multiple half marathons under my belt and enjoy outdoor roller skating along the coast. At home, I recharge with my beautiful Persian cat, Cali.