I design and provide administrative services for a variety of retirement plans, each tailored to the needs of the sponsoring organization and its employees. I help clients navigate the maze of tax and ERISA complexities associated with employee benefits, creating plans that work for both the employee and the employer.By bringing a analytical mind coupled with over 20 years of relevant experience, I can help a client identify and evaluate options, implementing them efficiently and smoothly.I help clients stay ahead of the trends in benefits and compensation. With more than 20 years of experience, I combine keen business sense and technical know-how to arrive at practical solutions. A Certified Pension Consultant (CPC), as credentialed by the American Society of Pension Professionals and Actuaries, I have served on that body’s Education and Examination Committee.A Certified Public Accountant (CPA) licensed in Texas and Massachusetts, I served as an editorial adviser to the American Institute of Certified Public Accountant’s Journal of Accountancy. In recognition of the need to stay abreast of developments in life and health insurance and financial planning, I am a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC). I am also a past president of the Society of Financial Service Professionals’ Dallas Chapter.Specialties: Employee compensation and benefits; administrative services for plan sponsors