All Americans should be able to retire with financial dignity, but it won't happen without a solid plan! Our award-winning team can work virtually and in person with CFOs and HR Directors that offer existing corporate retirement plans with assets of $5 million and up. We enjoy helping companies of all sizes that have negligent or non-existent advisors and bring clarity and ideas to employers so that their employees learn how to save enough to pursue their dreams.With over 25 years in the financial services industry, I have small to large-case retirement plan experience and also focus on developing retirement and executive group benefits for business owners and executives. I also work with non-profit organizations on their planning needs and have extensive public sector retirement plan experience.Go Bucks! Yes, I am a proud graduate of The Ohio State University, with a Bachelor of Arts in Journalism and Public Relations. To stay abreast of current trends and legislation, I earned the Accredited Investment Fiduciary (AIF), Certified Funds Specialist (CFS) and Certified Plan Fiduciary Advisor (CPFA) designations. After 17 years as a co-founder and principal of Peak Financial Group, we were acquired by HUB International. Prior to that, I was a career agent with Massachusetts Mutual Life. I also served as Plan Consultant, Regional Sales Director and Regional Service Center Manager for the retirement services subsidiary of Nationwide Insurance. I also proudly served as a Staff Sergeant with the Ohio Air National Guard.