I work on a team of independent financial advisors who specialize in providing retirement plan consulting & education services for company sponsored retirement plans. Currently we work with over 120 small and mid-sized companies across the country. Our team works as consultants and advisors to plan sponsors and employees in regards to their 401(k) Plan, 403(b) Plan, Profit Sharing Plan, Non-Qualified Deferred Compensation Plan or other retirement plan. In addition to consultation, fiduciary support, and investment due-diligence services, our primary value-add to plan sponsor clients is our education campaigns. Our team conducts customized education meetings and on-site enrollment meetings both in group settings and on an individual basis. We are able to give retirement plan participants individual investment advice. Our main purpose is to be the main point on contact for each and every participant so they can pursue retirement readiness.Specialties: FINRA Series 7 securities registration held through LPL Financial. Series 66 registration held through LPL Financial and 401(k) Plan Professionals. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.