Overview

I oversee 50 million of Qualified Retirement Plan assets and have been specializing in this space for 19 years.
I have created an DOL/IRS compliance oversight process to help Plan Sponsors meet their fiduciary obligations.

My firm recently celebrated its 40th anniversary and oversee 1 billion of assets.

I am passionate, hard working, and looking to increase the number of plans I oversee.
Please contact me if you are looking for someone who can deliver excellent service.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...