Experience

ERISA Fiduciary Services, Inc.
• United States
• Financial Services
• 1 - 100 Employee
• Vice-President of Client Services

  • Feb 2023 - Present


Wealth Enhancement Group

• United States
• Financial Services
• 700 & Above Employee

• Retirement Plan Service Manager

  • Mar 2022 - Feb 2023

  Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships. Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and WEAS are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. For a list of states in which our advisors are licensed to do business, please visit http://www.wealthenhancement.com. Show less



Paychex

• United States
• Human Resources Services
• 700 & Above Employee

• Retirement Account Management

  • Aug 2018 - Mar 2022

• 401(k) Service Partner III

  • Nov 2016 - Aug 2018



United States Army Reserve

• United States
• Armed Forces
• 700 & Above Employee

• Logistics Specialist

  • Sep 2012 - Sep 2020

• Motor Sergeant

  • Apr 2015 - Mar 2016