More than 30+ years of experience in the Institutional Retirement Plan/Investment Industry (including: Mutual Fund, Banking, & Insurance companies.) Specializing in Consulting with Plan Sponsors with mid-to-large Retirement Plans, including: 401(k), 403(b), Defined Benefit Pension, Non-Qualified Deferred Compensation Plans, as well as with Foundations/Endowments. Client experience with wide variety of industries, including: Professional, Manufacturing, and Service organizations. Founded in 1973, LCG Associates, Inc. (LCG) is a full-service investment consulting firm headquartered in Atlanta, Georgia. As an independent and employee-owned firm, we provide objective advice to a select number of clients. Our clients are nationally recognized corporations, foundations, endowments, non-profits, and other institutions as well as private investors. We are committed to providing unbiased, innovative, and strategic solutions for each client. B.S. in Industrial Psychology/Business from Eastern Kentucky University in 1988. Currently the Defined Contribution Practice Leader with LCG. Previously held Series 6, 7, 63 and 66 securities licenses as well as life, health and variable insurance licenses.