I am a retirement plan consultant and investment advisor at Precept Advisory Group LLC, a fee-based consulting and investment advisory firm located in Irvine, California. Our firm provides independent investment advisory services, compliance oversight, and retirement plan design guidance to employers who sponsor defined contribution plans, such as 401(k), 403(b), as well as non-qualified retirement plans.I received my undergraduate degree in finance with a unique focus, a concentration in personal financial planning. Since then, I have been focused on helping individuals plan for, and achieve retirement on their own terms. At Precept Advisory Group, I have direct relationship responsibility for managing a number of the firm’s mid to large national clients. I also serve as the Chief Compliance Officer, responsible for designing, maintaining, and monitoring the firm's compliance policies, procedures, and operations.My primary responsibilities include 401(k) committee facilitation, 403(b)/457 expertise, Non-Qualified plan oversight, corporate transactions, and regulatory compliance. I hold the Accredited Investment Fiduciary and Certified Retirement Counselor designations.