Serving over 1000 RIAs and fee-based advisors since 2011, RetireOne is the leading, independent platform for fee-based annuity and insurance solutions. With offerings from multiple “A”-rated companies, advisors may access this fiduciary marketplace at no additional cost to them or their clients.Currently nearing $1.8 billion of retirement savings and income investments under administration, RetireOne is growing in its mission to revolutionize access to low-cost, innovative insurance solutions that empower investors to retire with confidence.

Benefits Administration | Project Management | Technology (SaaS) | Business Process Outsourcing | Strategic Planning |Responsible for developing high-trust relationships with Benefitfocus customers, measured through customer satisfaction, relationship health and customer retention. I strive to provide continuity and ensure a seamless experience spanning all stages of the customer lifecycle. Act as an extension of my customer’s team, helping them to drive their desired outcomes while maximizing the value of their Benefitfocus solution.

Oversight and delivery of cloud-based benefits administration software solutions for direct employer accounts.

National accounts client relationship manager for a Cobra and FSA third party administrator.

Various roles related to marketing, selling, and installing ERISA 403(b), 401(k), and 401(a) defined contribution plan business within the Midwest and Southeast United States