We design and manage tailored projects that align an organization's long term goals with their executive benefit programs to attract, retain and provide incentives to management groups. In close coordination with both corporate boards and management, we create plans that are competitive, attractive and affordable, and these plans both address the unique retirement planning needs of the management group and create incremental value to the firm. Our approach focuses on incentives for key executives that either complement or amend existing compensation programs. My client base consists primarily of financial institutions and corporations throughout the Southern and Midwestern United States. Prior to entering my present field, I served in senior lending positions with several large regional banks.Specialties: Non-qualified deferred compensation plans, supplemental pension plans, management benefits, bank owned life insurance programs, plan administration.