As a member of the Rose Street Advisors investment team, I partner with select organizations to create retirement plan solutions for their organization and employees that are focused, balanced and simple. My objective is to assist our clients in effectively managing their fiduciary responsibilities while maintaining the focus on employee retirement readiness and employee outcomes.In my relationships, I have found a majority of people seek clarity with two basic questions. That is “am I going to make it and what road blocks do I have in my way”? The exciting part is that the definition of “make it” is different for everyone which allows me to create strategic and tailored planning solutions for people. Businesses or business owners, on the other hand, look to spend time growing the company and increasing profitability. I assist these organizations with a focus on mitigating fiduciary liability, handling various administrative tasks, conducting employee education, strategic plan design, investment monitoring, etc., which are all intended to allow the business to devote time growing their operation.Specialties: plan design & implementation, fiduciary process implementation and governance, investment advisory & fiduciary services, RFP process management, provider and plan benchmarking, administrative support, outcome focus, employee education, employee communication strategies, improving underperforming or underutilized plans. 401(k), 403(b), 457(b), 457(f) plans.Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker dealer and Investment Advisor, member FINRA/SIPC. Rose Street Advisors is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.