Experience

MERS of Michigan

• United States
• Financial Services
• 100 - 200 Employee

• Benefit Plan Advisor

  • Oct 2016 - Present

  Sharing knowledge, experience, and offering creative options to ensure municipalities in Michigan can offer attractive and affordable benefit packages to their employees that will help them meet their individual retirement savings goals. Sharing knowledge, experience, and offering creative options to ensure municipalities in Michigan can offer attractive and affordable benefit packages to their employees that will help them meet their individual retirement savings goals.



Huntington National Bank

• United States
• Banking
• 700 & Above Employee

• Vice President Client Advisor II

  • Nov 2014 - Sep 2016

  Using a holistic approach to meet the diverse banking and wealth management needs for individuals, entrepreneurs/business owners, non-profit organizations, trusts/estates, and foundations/endowments. Whether it be deposit accounts, commercial and residential loans or lines of credit, institutional investments and investment management, retirement plan services, trust administration, or charitable foundation and endowment services, my team and I have you covered. Whether you are just getting started or looking for succession planning, I can provide the knowledge and resources you need and give you the competitive edge necessary to get from where you are to where you want to go. Show less



MERS of Michigan

• United States
• Financial Services
• 100 - 200 Employee

• Senior Benefit Plan Advisor

  • Aug 2008 - Oct 2014

  A public, non-profit corporation with 65+ years experience in cost-effectively investing plan assets and administering retirement benefits for public retirement plans in the state of Michigan. MERS is one of the nation's largest and most complex pension systems. Provided municipalities with retirement plans and administration while helping continue to provide sustainable, affordable retirement programs for their employees. Specialties include: Defined Benefit, Defined Contribution 401(a), Hybrid - blend of DB and DC, 457(b) Deferred Compensation, Institutional Investment Services, 115 Government Medical Trusts for OPEB, and Group Life & Disability insurance. In addition to consulting with employers, employees, and unions, I consulted with Department of Treasury, Emergency Financial Managers, and Pension and Labor Attorneys to implement strategies for distressed municipalities to restore the health of their retirement plans. Show less



Caring About Kids

• Lansing, MI

• Board Member

  • Apr 2005 - Mar 2013

  Caring About Kids is an all volunteer organization focused on helping foster children in Ingham County to have a greater likelihood of success as they grow into adulthood. We provide funding for things like camps, athletic equipment, music/band equipment, tutoring, and family/group activities that will enrich their lives and help bolster the confidence they will need in today's society. Caring About Kids is an all volunteer organization focused on helping foster children in Ingham County to have a greater likelihood of success as they grow into adulthood. We provide funding for things like camps, athletic equipment, music/band equipment, tutoring, and family/group activities that will enrich their lives and help bolster the confidence they will need in today's society.



Pacesetter Mortgage Company, Inc.

• Lansing, Michigan, United States

• Director of Home Finance and Mortgage Planner

  • Apr 2004 - Aug 2008

  Developed referral only practice by providing clients, Financial Advisors, Realtors, Attorneys, Accountants, and others with sound financial advice. Proficient in conventional and FHA mortgages to provide financing to my valued clients through a network of financial institutions. I provided my clients and referral partners with frequent communication and expertly structured loan programs that were tailored specifically to the financial needs of my customers for both purchases and refinances. Most importantly, I provided peace of mind in properly disclosing fees, rates, and delivering smooth closings and repeat business. I was also responsible for the recruitment, hiring, training, and management of Mortgage Planners with a focus on building referral only practices. Show less



First National Bank of America

• United States
• Banking
• 300 - 400 Employee

• Division Manager

  • May 1999 - Mar 2004

  Managed the Telephone Acquisitions Department that consisted of 4-6 Investment Analysts responsible for taking inbound calls and negotiating offers to purchase owner financed mortgages such as Land Contract, Deed of Trust, Mortgage, etc. that were seller carrybacks. I was responsible for hiring, training, and also was the top producer while managing the department. Managed the Telephone Acquisitions Department that consisted of 4-6 Investment Analysts responsible for taking inbound calls and negotiating offers to purchase owner financed mortgages such as Land Contract, Deed of Trust, Mortgage, etc. that were seller carrybacks. I was responsible for hiring, training, and also was the top producer while managing the department.