General Info

My primary focus is helping companies establish and service qualified retirement plans for their valued employees. After assisting business owners and executives with programs for their employees, I often work with them individually to design and execute strategies that can help them meet their long-term financial objectives. My education and experience enable me to explain complex issues and strategies in clear language, which should help you to feel more comfortable with the strategy you choose. This is best done through collaboration and a two-way commitment to your strategy.