Retirement Plan Advisor

• Nov 2019 - Present

As a Retirement Plan Advisor at Accel Wealth Management, I specialize in all aspects of group retirement plan and pension consulting for corporate and not-for-profit organizations. My background encompasses ERISA compliance, qualified and non-qualified plan design, investment analysis, fiduciary plan governance, and employee education. I spend my time consulting and partnering with plan sponsors on redeveloping their retirement plans to offer an effective program for their business and employees. Many key discussions are reviewing the ERISA compliance of their program, potential tax advantages the business owners and employees could utilize, plan design options to increase retirement savings and delivering a customized education service model for employees to help ensure they can meet their retirement income goals.

Financial Advisor | Retirement Plan Advisor

• May 2019 - Nov 2019

Institutional Retirement Consultant

• Jun 2017 - Dec 2018

Retirement Plan Consultant

• Jun 2013 - May 2017

At HKFS, I partnered with CPA and professional firms in connecting tax advice to wealth management. The CPA connection to wealth management planning is critical to most effectively manage any tax related consideration with the client’s unique financial situation. As a Retirement Plan Consultant, I specialized in designing qualified and non-qualified retirement plans that maximize tax deductions for business owners. I partnered with financial advisors in preparing a customized education strategy to provide a meaningful benefit to employees through investment and retirement planning. Specialties: Expertise includes working with corporate and not-for-profit organizations designing retirement programs to include 401(k), 403(b), 457, Defined Benefit, ESOP and non-qualified retirement plans. Series 6, 7, 63, and 66 Licensed, Life, Health & Variable Insurance Licensed.

Senior Internal Wholesaler

• Apr 2006 - May 2013

Responsible for developing, delivering, and communicating retirement plan products and solutions to financial professionals. Have a diverse understanding for retirement plan and products from small start-up plans to $50 million plus size plans. Partner with local wholesalers in distributing retirement plan solutions for financial advisers.

Consulting Analyst

• Apr 2004 - May 2006

Performed retirement plan design consultation for small to medium size businesses. Interpreted and delivered IRS and DOL regulations to various financial professions and internal colleagues in an understandable content. Provided customized solutions for clients who experienced retirement plan defects.