Helps working Americans optimize their workplace savings to achieve retirement readiness. Leads the firm’s government and Taft Hartley market segments – oversees sales, client retention and financial results.

Responsible for overall sales and retention efforts for growing book of healthcare, education, faith-based, and not-for-profit business. Introduces disruptive strategies to innovate plan design, communication, and education, and to streamline administration across largest partners in the organization. Works closely with plan sponsors, advisors, and consultants to ensure that participants are best prepared to achieve their retirement goals. Drives segment insights and awareness across the market place.

Responsible for sales of large and mega not-for-profit, healthcare, church, education, and corporate retirement programs. Work closely with advisors, consultants, and plan sponsors to create competitive solutions to exceed their retirement plan needs.

Responsible for the strategic oversight for successful retention and growth of a large book of corporate and not-for-profit retirement plans in the western United States. Lead team of 70 directors and relationship managers responsible for delivering strategic solutions to plan sponsors, advisors, and consultants.

Managed team of relationship managers in the Rocky Mountain region. Worked closely with team members, plan sponsors and their advisors and consultants to improve plan design, administration, and overall experience.

Responsible for innovation and growth of largest corporate and not-for-profit relationships at Great-West. Work closely with plan sponsors, advisors, and consultants to innovate plan design and operations, and improve retirement readiness of plan participants.

Various positions in investment analysis, employer plan marketing, project development, and participant services.