Vice President, Retirement Plan Services

• May 2023 - Present

Sr. Director, Retirement Plan Advisory Services

• Feb 2022 - Present

Advisor

• Jan 2022 - Present

Provide objective guidance and fiduciary advice to retirement plan sponsors to promote best in class retirement plans and successful outcomes for their people.

Director - Employer Retirement Plan Advisory Services

• Dec 2016 - Jan 2022

I partner with RSM’s CPAs and consultants to deliver independent, objective guidance and fiduciary investment advice to employers who have group retirement plans [401(k) ● 403(b) ● 457 ● 401(a) etc.] This is designed to both mitigate the plan’s fiduciaries risk and streamline their workload, while helping the employees save for retirement, which contributes to a healthy, positive work environment, ultimately lowering costs to the employer. I partner with RSM’s CPAs and consultants to deliver independent, objective guidance and fiduciary investment advice to employers who have group retirement plans [401(k) ● 403(b) ● 457 ● 401(a) etc.] This is designed to both mitigate the plan’s fiduciaries risk and streamline their workload, while helping the employees save for retirement, which contributes to a healthy, positive work environment, ultimately lowering costs to the employer.

LPL Branch Manager, Wealth Advisor

• Jan 2005 - Dec 2016

Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the website section above. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the website section above.

Investment Representative

• Apr 2001 - Jan 2005

Account Executive

• Apr 1996 - Apr 2001