As a Certified Financial Planner™ at Two West Advisors, we offer services to employer-sponsored retirement plans, financial wellness programs, and wealth management clients. Our company was founded on the belief that two people with common goals journeying together in the same direction have a better chance of arriving at their destination than going it alone. This core principle guides our engagement with clients in authentic ways, investing in their life’s journey, and helping them get farther down their path. We envision a world where people are closer to their destination and enjoy their journey more because our paths have crossed. I leverage my expertise in financial planning to provide personalized, strategic, and goal-oriented financial advice. I am dedicated to helping clients achieve their financial objectives by developing comprehensive financial plans and investment strategies. I am committed to the highest standards of integrity, professionalism, and fiduciary duty, ensuring that our client’s interests always come first. Learn more about my work at www.twowestadvisors.com.

GoalPath Solutions is an independent RIA and serves over $1.5B in retirement plan assets. Formed in 2018, GoalPath Solutions was recognized by Financial Times as one of America’s Top 401 Retirement Plan Advisers and also received 401(k) Specialist Magazine’s Top Advisor by Participant Outcomes (TAPO) Award for the month of October. GoalPath Solutions is a CEFEX Certified firm. CEFEX is an independent global assessment organization. Its mission is to promote and verify excellence by assessing and certifying conformity to high professional standards of conduct.

Analyze the nature of financial products and services presented to employees and determine if a conflicted service structure exists that may undermine an organization’s retirement plan (401k, 403b, etc.) and employee retirement readiness. RetireAware is a group of professionals focused on monitoring and overseeing the financial industry. Our common drive is to provide plan sponsors and employees information and insight into conflict of interest service structures and industry practices that undermine retirement savings. We are laser-focused on ensuring that plan sponsors have the independent resources and programs in place to help identify and eliminate conflicted service structures that put their plans at risk.

Managed and motivated a high-performing sales team of 38 people in 4 states in a highly regulated business model. Skilled in recruiting and developing top talent with low turnover. Consistently exceeded forecasts by leading sales above $100M. Developed a thorough understanding of the products and services sold then coached, and mentored a team of salespeople to do the same.Deeply engaged client retirement plan sponsors in a relationship management capacity to increase client retention and market share. Added value to the client by developing financial wellness programs, increasing onsite education, and intently listening to and meeting the needs of the client.Increased sales opportunities for advisors by hunting and closing new business clients. (B2B)