Sr. Vice President & Managing Director
CurrentPrecept Advisory Group (PAG) is a California based RIA firm specializing in retirement plan consulting and investment advisory services. As a Managing Director and Business Lead, I am responsible for overseeing the practice as well as direct consulting to mid/large public and private corporations. Our team currently manages close to $2.7 billion in combined DC plan assets. As a senior level consultant, also provide fiduciary stewardship to investment committees for over 17 years related to plan design optimization, all areas of plan benchmarking and selection & monitoring of investments.