Experience

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  Strategic Capital

  • 600 Congress Ave 14 Floor, Austin, TX 78701

  • Advanced Business Planning

    • Jun 2017 - Present
    • 600 Congress Ave 14 Floor, Austin, TX 78701

    I help businesses make strategic decisions with their assets and human capital. Strategic planning, strategic results.Employer Sponsored Retirement and Benefits

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  WilcoHR

  • United States
  • Human Resources Services
  • 1 - 100 Employee

  • Past President

    • Jan 2019 - Dec 2019

  • President

    • Jan 2018 - Dec 2018

  • President Elect

    • Jan 2017 - Dec 2017

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  Synergy

  • Austin, Texas Area

  • Synergy

    • Jan 2014 - Jun 2017
    • Austin, Texas Area

    My mission is to change the retirement challenge that is endemic in our nation as much as I possibly can within my community.I specialize in group retirement plan education and pairing companies with the right type of retirement plan and plan design to fit their needs. I maintain the Accredited Investment Fiduciary® (AIF®) Designation which signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care to fulfill the fiduciary duties required by the applicable investment legislation, case law, and regulatory opinion letters. The Designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Code of Ethics. On an ongoing basis, Designees are required to complete continuing education to maintain the AIF Designation. "Luck favors the prepared..."