Experience

flexPATH Strategies

• United States
• Financial Services
• 1 - 100 Employee

• Director, Custom Investment Solutions

  • Oct 2022 - Present

  In 2015, NFP created flexPATH Strategies, LLC (flexPATH) and partnered with BlackRock to provide custom target date investment management services because we felt the industry's one-size-fits-all approach to target date funds had several shortcomings. Today, flexPATH manages over $36 billion in plan assets and provides custom target date solutions on several of the leading recordkeeping platforms in the United States. Our focus centers on plan fiduciaries (advisors and plan sponsors)… Show more In 2015, NFP created flexPATH Strategies, LLC (flexPATH) and partnered with BlackRock to provide custom target date investment management services because we felt the industry's one-size-fits-all approach to target date funds had several shortcomings. Today, flexPATH manages over $36 billion in plan assets and provides custom target date solutions on several of the leading recordkeeping platforms in the United States. Our focus centers on plan fiduciaries (advisors and plan sponsors) who are interested in learning how custom target date solutions on TIAA's recordkeeping platform can provide meaningful improvements relative to a plan's current series of target date funds. Show less



NFP Retirement Division

• United States
• Financial Services
• 1 - 100 Employee

• Business Analyst

  • Mar 2020 - Oct 2022

  The NFP way begins with our dedication to focusing on our clients’ most pressing needs and concerns. We’re driven to find the right answer, not just a formulaic or by-the-book answer, and we’re constantly looking for innovative ways to solve our clients’ most pressing challenges. I am lucky to be part of an incredible team of professionals focusing exclusively on helping non-profit organizations maximize their retirement plan benefits. We are experts at mitigating unnecessary risks and… Show more The NFP way begins with our dedication to focusing on our clients’ most pressing needs and concerns. We’re driven to find the right answer, not just a formulaic or by-the-book answer, and we’re constantly looking for innovative ways to solve our clients’ most pressing challenges. I am lucky to be part of an incredible team of professionals focusing exclusively on helping non-profit organizations maximize their retirement plan benefits. We are experts at mitigating unnecessary risks and maximizing efficiency, ultimately benefiting the plan participants. NFP and its sister companies influence more than $600 billion in corporate, non-profit and public sector retirement plan assets. Show less



Launch

• Non-Profit Consultant

  • Jan 2017 - Jan 2020

  Virginia Beach, Virginia, United States Advised non-profit agencies on strategic planning and fundraising initiatives. Expertise includes donor engagement, grant writing, event planning, and building community partners. Developed programming to assist unemployed re-entering the workforce.



Tidewater Youth Services Foundation

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Executive Director

  • Oct 2015 - Jan 2017

  Portsmouth, Virginia, United States Spearheaded fundraising and business development initiatives through grants, donor drives, and events. Developed strategic partnerships with regional organizations to provide educational opportunities for at risk youth.



401(k) Advisors

• Financial Services

• Relationship Manager

  • Nov 2011 - Oct 2015

  Virginia Beach, Virginia, United States Assisted in procurement and servicing of key clients. Assisted plan sponsors with implementing fiduciary best practices to enhance outcomes for plan participants and mitigate fiduciary liabilities. 401(k) Advisors was acquired by NFP in 2015.



Areté Investment Consulting

• Investment Management

• Managing Partner

  • Sep 2009 - Nov 2011

  Virginia Beach, Virginia, United States Assisted in development of retirement consulting practice. Areté was merged into 401(k) Advisors' Mid-Atlantic practice to expand both scope and resources available to plan sponsors.



American Funds Distributors

• United States
• Financial Services
• 1 - 100 Employee

• Area Sales Supervisor

  • Dec 2000 - Dec 2002

  Norfolk, Virginia, United States

• Area Sales Representative

  • Oct 1995 - Dec 2000

  Norfolk, Virginia, United States