Vice President
CurrentSWBC Investment Advisory Services, provides unbiased investment advisory and fiduciary risk management services for retirement plan sponsors. Our advice is based upon years of experience in the specialized area of the retirement plan industry. We help clients manage fiduciary risk and provide a fiduciary indemnification, holding them harmless for any judgements arising from our actions.Our advisory services are backed by the strength and stability of SWBC, a company that has provided financial services nationwide for more than three decades. Ranked as the eighth largest privately-held insurance agency in the nation, SWBC has earned an outstanding reputation for managing risk on behalf of a number of the largest financial institutions in the country, as well as mid- to large-sized businesses and organizations.SWBC Investment Advisory Services specializes in assisting retirement plan sponsors with their investment portfolios. Our services operate on a fee basis—never commission-based or dependent on proprietary investments and fund company revenue.
