Fields inquiries from advisors and provides retirement consultation on all aspects of advisors’ retirement practices, from new business development and plan proposals to plan design, product placement, and regulatory matters
Works with advisors on driving retirement plan sales and improving the client experience
Holds FINRA Series 6 and 63 securities registrations and the Certified Plan Fiduciary Advisor (CPFA) designation
Earned a BA from Bates College
Has prior experience at State Street Bank, CitiStreet, and Voya
