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.