Experience

Guardian Wealth Partners

• Australia
• Financial Services
• 1 - 100 Employee

• ERISA Consultant

  • Jan 2019 - Present

  Raleigh-Durham, North Carolina Area I have spent my career helping plan sponsors, and participants navigate the maze that is qualified retirement plans, and that hasn't changed. However, I am extremely excited to start the next chapter of my professional carrier by helping a group of incredible people start our new firm, Guardian Wealth Partners, LLC. I will continue to work closely with Plan Sponsors on retirement plan issues including fiduciary governance, plan design, and investment policy. I also have a passion for… Show more I have spent my career helping plan sponsors, and participants navigate the maze that is qualified retirement plans, and that hasn't changed. However, I am extremely excited to start the next chapter of my professional carrier by helping a group of incredible people start our new firm, Guardian Wealth Partners, LLC. I will continue to work closely with Plan Sponsors on retirement plan issues including fiduciary governance, plan design, and investment policy. I also have a passion for working with plan participants to help them reach their retirement dreams. Show less


Gordon Asset Management, LLC
• United States
• Financial Services
• 1 - 100 Employee
• ERISA Consultant

  • Jan 2010 - Jan 2019

Great West Retirement Services
• United States
• 1 - 100 Employee
• Regional Sales Director

  • 2005 - 2008

John Hancock Retirement Services
• Regional Vice President

  • 1997 - 2005