As a Senior Vice President at HUB Retirement and Wealth Management, I leverage my credentials as a Chartered Retirement Plans Specialist and a Certified Plan Fiduciary Advisor to provide comprehensive and customized solutions for corporate retirement plans. I have been recognized by the Financial Times and PLANADVISER as one of the top retirement plan advisers in the country, thanks to my dedication, expertise, and performance.My mission is to help American workers achieve a successful retirement by empowering them with the knowledge and confidence to make informed decisions about their savings and investments. For over 35 years, I have worked with tens of thousands of retirement plan participants from various industries and backgrounds, delivering clear and effective communication, education, and guidance. I take pride in being a trusted and reliable partner for my clients, and a passionate and proactive advocate for their employees.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.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. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.