1. What makes you different from a financial advisor?

I offer a service-based consultant model, tailoring my strategies to the unique objectives of businesses and sole proprietors. While many still opt for the oversight of a financial advisor, I recognize the need for a more adaptable and nimble approach.

The evolving landscape of the employer sponsored plan industry demands creative problem-solving, and my commitment to being at the forefront of change ensures a dynamic and effective partnership that goes beyond the traditional financial advisory role. 

2. Which services do you provide? 

My suite of services includes: 

• 3(21) Fiduciary: Investment Advisor
• 3(38) Fiduciary: Investment Manager
• Fiduciary consulting 
• Participant education/engagement 
• Financial wellness 
• Investment advice/benchmarking 
• Health Savings Accounts (HSAs)

3. What type of corporate retirement plans do you consult on?

• Defined Contribution Plans (e.g. 401k or Profit Sharing Plans)
• Defined Benefit Plans (e.g. Cash Balance Plans)
• Nonqualified Plans (e.g. Nonqualified Deferred Compensation Plans)

4. Do you offer services outside of retirement plans? 

Yes! I actively engage with nonprofits, offering expertise in shaping investment committee structures and strategies. Additionally, serving as a mentor to fellow advisors underscores my dedication to collective growth and knowledge-sharing.