Founding Principal | Retirement Plan Consultant
CurrentMy approach to retirement planning enables our plan sponsors to evaluate and manage their retirement plan resources prudently and efficiently while providing their plan participants the confidence their plan is managed wisely.As an ERISA 3(21) Accredited Investment Fiduciary (AIF®) I’m dedicated to educating our plan sponsors and their fiduciaries on how to reduce plan risk by adhering to ERISA and the Department of Labor (DOL) guidelines. We understand the importance of participant education. We conduct employee training meetings in person, via WebEx or other means with the goal of improving their financial behavior through a greater understanding of their choices and their future retirement outcomes.Our motto is “We love our clients and they love us back!” I have been recognized as a national leader in the design, implementation, and administration of discretionary retirement plans including executive bonus, split-dollar, non-qualified deferred compensation and SERP plans for executives and owners of publicly held and closely held companies. I also bring extensive expertise and experience with nonprofit organizations to the firm.My goal is to assure AdvisorySouth remains fiercely independent of any insurance, mutual fund or other institutional ties to make sure we continue to offer totally objective, unbiased advice, and services to our clients.
