Our Story

After a couple decades managing retirement plans, I realized that I’d been brainwashed.  It was a truly humbling experience and motivated me to transform the way workplace financial solutions are structured.  Since then, I have been on a mission to provide families with the help they need, when they need it, whether it's related to their retirement plan or not.  Everyone is facing different financial challenges but most employers focus only on the 401(k) account, not the bigger picture.  By charging a flat fee for service, I'm not incentivized to increase my client's 401(k) balance for the purposes of my own gain.  Instead, I can offer the unbiased, personalized advice they need to overcome their family's unique financial challenges.  

For a more comprehensive list of my professional qualifications, connect with me on LinkedIn by clicking below.