As a former retirement consultant, I've seen all sides of our industry, advising both plan participants and institutions. From rocket scientist to Nobel laureates and professors, I’ve helped individuals navigate the complexities of retirement. Now my primary focus is supporting retirement plan consultants on custom solutions for our mutual clients. My efforts include:● educating consultants on nonprofit plans and regulatory action● reviewing plan structure, investments, benchmarking and more● presenting on financial tools and products, conveying industry knowledge in an accessible and even entertaining wayWhen I'm not in the office, I enjoy tennis, golf, and participating in committee boards supporting the community in Pasadena and Southern California. On weekends, I enjoy refereeing for competitive youth soccer.Specialties include: relationship management | public speaking | strategic growth | 403(b) | 401(k)/*********/Content posted here, including third parties’ sites, is for informational and educational purposes only and does not constitute investment advice under ERISA, a securities recommendation or an investment strategy recommendation involving securities under all securities laws, or an insurance product recommendation under state insurance laws or regulations. Comments and “likes” may not be representative of investor or client experiences, or success. TIAA-CREF Individual & Institutional Services, LLC, Member FINRA and SIPC, distributes securities products. This information is limited solely to U.S. residents.