VP at CBIZ Retirement Plan Services
Who I am:
I help clients lower their fiduciary & personal liability associated with retirement plans. I educate and advise retirement plan participants on how to meet their retirement goals. I implement Best Practices to document fiduciary decisions made by the Plan Sponsor. I possess industry-leading credentials like CFP and AIF. I’ve been in Financial Services since 1997.
What I sell:
401(k), 403(b), 457, Non-Qualifed Plan, Pension Plans
Find me here: