Experience

Asset Allocation Advisors Inc

• United States
• Financial Services
• 1 - 100 Employee

• Executive President

  • 2003 - Present



Retirement Plan Design, Inc.

• President

  • 2004 - 2015

  Retirement Plan Design, Inc. (RPD) is a full-service open-architecture defined contribution plan provider. Beginning with the establishment, design, and qualification of custom defined contribution plans, RPD provided administration, investment policy statement design and due diligence, including custom target-date asset allocation portfolios, emphasizing participant education and counseling. Retirement Plan Design, Inc. (RPD) is a full-service open-architecture defined contribution plan provider. Beginning with the establishment, design, and qualification of custom defined contribution plans, RPD provided administration, investment policy statement design and due diligence, including custom target-date asset allocation portfolios, emphasizing participant education and counseling.



Shoemaker & Shoemaker, P.C.

• United States
• Accounting

• Partner

  • 1985 - 2014



Colorado County Officials and Employees Retirement Assocition

• Executive Director

  • 1985 - 2013

  Responsible for the overall direction of the Retirement Association. Duties included plan administration and operations, investment evaluation and monitoring, member entity relations, and participant communications. While with CCOERA, the company moved its record-keeping and custodial systems in-house, modifying SunGard's systems to account for both CCOERA's 401(a) DC Plan, as well as an additional 457 Deferred Compensation Plan, for over 15,000 participants. Additionally, responsible for personally managed over $240 million for COOERA's stable-value option, the Book Value fund.