Experience

Pensionmark Financial Group

• Retirement Plan Consultant - Wealth Manager

  • Oct 2019 - Present

  Las Vegas, NV - Irvine, CA - San Diego, CA Since 1988 we have come to work every day at Pensionmark to tackle some of the biggest challenges faced in financial services. How do we deliver unique products and services to our clients, manage our client’s costs and risks, without compromising our core values? We began with a mission to help plan sponsors and individual investors meet their retirement plan needs and obligations, and to do it with the utmost professionalism and uncompromising integrity. Pensionmark Financial Group… Show more Since 1988 we have come to work every day at Pensionmark to tackle some of the biggest challenges faced in financial services. How do we deliver unique products and services to our clients, manage our client’s costs and risks, without compromising our core values? We began with a mission to help plan sponsors and individual investors meet their retirement plan needs and obligations, and to do it with the utmost professionalism and uncompromising integrity. Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Show less



The Wealth Consulting Group

• United States
• Financial Services
• 1 - 100 Employee

• Retirement Plan Consultant - Wealth Manager

  • Dec 2018 - Oct 2019

  Irvine, CA - San Diego, CA - Las Vegas, NV Wealth Consulting Group is a group of nationally-recognized Wealth Consultants with headquarters in Las Vegas, NV, and several affiliated offices nationwide. Our goal is to provide expert, non-biased guidance to Individuals, Institutional Clients and their employees. We specialize in providing customized consulting solutions, executive benefits, and investment management services to individuals and companies throughout the United States.



Retirement Benefits Group

• United States
• Financial Services

• Retirement Plan Consultant

  • May 2013 - Dec 2018

  Western United States Retirement Benefits Group is a group of nationally-recognized retirement plan consultants with headquarters in Southern California and 12 affiliate offices nationwide. Our goal is to provide expert, non-biased guidance to institutional clients and their employees. We specialize in providing customized retirement plan consulting solutions, executive benefits, and retirement management services to companies of all sizes throughout the United States. We provide risk management strategies… Show more Retirement Benefits Group is a group of nationally-recognized retirement plan consultants with headquarters in Southern California and 12 affiliate offices nationwide. Our goal is to provide expert, non-biased guidance to institutional clients and their employees. We specialize in providing customized retirement plan consulting solutions, executive benefits, and retirement management services to companies of all sizes throughout the United States. We provide risk management strategies for fiduciaries and a customized, educational approach designed to help participants reach their retirement goals. We consistently re-define best practices for plan level fiduciaries and their participants. The Retirement Benefits Group team was awarded PLANADVISER’s “2018 Top 100 Retirement Plan Advisers” and is consistently recognized nationwide for their retirement plan consulting expertise. For more information, please visit http://www.rbgnrp.com. RBG was nominated for the PlanAdviser's award by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor clients. Show less



Aegis Financial Group

• United States
• Financial Services

• President

  • Jun 2006 - Dec 2016

  Aegis Financial Group is a diversified real estate investment firm that specializes in buying distressed out of state properties. AFG currently manages properties in the Mid West.

• Registered Investment Advisor

  • Feb 2002 - May 2013

  Aegis Financial Group, LLC is a Registered Investment Advisor in the state of California. 401(k) and individual investment advice, business consulting, real estate, and college funding are some of the services provided by AFG. AFG provides a wide array of financial planning services to individuals and businesses.



Woodbury Financial Services

• United States
• Financial Services
• 200 - 300 Employee

• District Manager

  • Sep 1997 - Nov 2001

  Fortis Investors Recruited and developed a staff of financial advisors for a major insurance and financial services firm.



US Navy

• United States
• Armed Forces
• 700 & Above Employee

• Petty Officer 3rd Class

  • Jan 1994 - Sep 1997

  San Diego, CA Worked onboard the USS Fort Fisher (LSD-40) and Shore Intermediate Maintenance Activity (SIMA) San Diego