I am an experienced and knowledgeable retirement plan sales and consulting professional with over 30 years of experience developing and executing strategies that translate company visions into rewarding opportunities, sales and profits. Additionally, I am a collaborative and resourceful relationship builder who values efficient, forward-thinking, and big picture approaches; meaningfully connecting with all direct and indirect partners, utilizing a tactical, opportunistic mindset to enable continued success in new and demanding situations.I partner with broker dealer home offices, financial advisors and plan sponsors to cultivate and deepen meaningful relationships while creating and driving strategic goals and finding mutual agreeable and beneficial solutions for my business partners. My expertise spans all types of retirement plans, including 401(k), Defined Benefit, 403(b), Non-Qualified Deferred Compensation and 457 plans.
Listed skills include Series 7, Defined Benefit, 401K, Series 63, and 11 others.