Consult on and manage retirement plans and assets for individuals, trusts, charitable organizations, and companies. I have extensive experience with over 31 years in the financial services industry. I bring a unique perspective as I have spent a majority of my career working for many of the largest retirement plan providers and on many of the largest retirement plans. As a result, the breadth and depth of knowledge includes all aspects of defined contribution, defined benefit and non-qualified plans. While at Prudential, I was instrumental in the development of the institutional retirement income market. I have a passion and deep expertise in helping plan sponsors and participants address their pre and post retirement needs.Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).