At KWP Growth Partners, we are growth strategists who help companies launch new initiatives, refine their positioning, achieve message-market fit, and unlock new growth opportunities. Specializing in financial services and FinTech, we partner with firms to navigate disruption, make smarter decisions, and drive measurable results. Whether shaping product roadmaps, driving go-to-market success, or pioneering innovative solutions, we combine deep industry expertise, startup-level agility, and an execution-first mindset to deliver lasting impact with speed and precision.Our Key Expertise Areas Distribution and Go-to-Market (GTM):We help you build and execute GTM strategies that connect your product with the right distribution channels. With experience launching products and securing deals with major distribution partners, we know how to navigate the financial services ecosystem and build partnerships that drive growth.Positioning:Great positioning creates clarity in a crowded market. We work with you to define and articulate the unique value of your product or company to ensure it stands out. We focus on aligning your positioning with what truly matters to your target audience, creating a strong foundation for every aspect of your growth strategy.Messaging:Even the best product fails without the right messaging. We combine behavioral finance, buyer psychology, and market insights to craft messaging that resonates and converts. Think of it as achieving "message-market fit": messaging so spot-on that your target audience feels you’re speaking directly to them.Market Validation:Your success begins with a deep understanding of your customers' needs and priorities. We work with you to uncover actionable insights—identifying real pain points, prioritizing opportunities, and validating ideas—to ensure your product and strategy align perfectly with market demand.

• Spearheaded the development and distribution of one of the first digital 401(k) PEPs for startup plans• Hired as Employee #1. Recruited and built team including the Chief Fiduciary Officer, Chief Marketing Officer, and Business Development Officers• Established the distribution strategy for the company• Negotiated and landed 5 large enterprise distribution partners in the first two years of the company• Led implementation of strategic initiatives driving the company from Zero to One• Chief architect of the algorithmic logic and the UX/UI for the company’s front-end digital proposal system for wealth and retirement plan advisors, allowing them to quickly and seamlessly generate proposals, boosting advisor efficiency & enhancing their user experience• Formulated innovative Digital Distribution strategy to sell through advisors• Shaped all areas of product development, including the creation of digital distribution assets (e.g., videos, email & social media campaigns)• Directed customer discovery initiatives to understand early adopter needs in order to iterate on product development and customer messaging• Operationalized the customer discovery initiatives and sales process • Inspired and developed topics for a suite of marketing materials targeted to various customer segments

• Connected early-stage companies to legacy/incumbent companies to identify strategic partnerships, strategic investment and/or acquisition opportunities • Advised early-stage FinTech companies and a MedTech/digital health company to help them identify product-market fit and build go-to-market strategies• Provided business development to early-stage companies• Spoke at various retirement plan industry conferences on Fintech-related topics

Led the NAPA Government Affairs Committee during the creation and implementation of the DOL's initial Fiduciary Rule. Met with with members of Congress, as well as the Department of Labor, including the Asst Secretary of Labor in order to advance NAPA's initiatives. NAPA GAC's mission is to help support and enhance retirement security for all Americans through direct interaction NAPA is a subsidiary of the American Retirement Association and is the retirement plan industry's most significant trade association.

• Built Retirement division from a small unknown entity to a top three retirement plan distributor in US• Defined and implemented new sales driven strategies and increased revenue • Oversaw P&L and enacted key initiatives that improved operational efficiencies and increased net margin • Collaborated with NFP M&A team to acquire successful Retirement Plan practices• Evaluated and vetted technology options to find optimal solution to achieve efficient, repeatable and scalable business processes for advisors • Selected RPAG as the technology solution. Facilitated its acquisition, setting a new roadmap for the business that drove long-term growth • Integrated the sales and distribution strategies of NFP's Retirement division & NFP Executive Benefits platform• Led a team of high-performing Vice Presidents: Retirement, Executive Benefits and Disability • Spearheaded operational overhaul of 100 NFP retirement plan practices, achieving productivity uplift, reduction in operational cost and increased net margin

Formerly Hand Benefits & Trust• Partnered on senior management team and led the business development and strategic decision-making for products including 401(k), defined benefits plans, collective investment trusts and broker/dealer relationships.• Led the sales team and doubled 401(k) sales revenue in the first 12 months of tenure.

Formerly CIGNA RetirementPartnered with advisers and directly with employers to grow 401(k) business in a five-state territory by defining target markets, identifying prospects, setting annual goals and related action plans; first place among wholesalers nationally.

Formerly CitiStreet• Led the 401(k) wholesale sales efforts for an eight-state territory and developed top pipeline ranking among peers• Grew business with advisers through market analysis, strategic planning, managing RFPs, networking, sales presentations

Formerly The 401(k) CompanyBuilt relationships with employers through cold calling, networking and the RFP process; first sales person outside company’s founder to directly sell a 401(k) plan; advised 401(k) clients to problem solve on complex plan design issues.

Managed direct sales of mutual funds for boutique firm, focused on building assets within retirement plans