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 7 and 66 securities registrations and Massachusetts Life, Accident, and Health license
Holds a BA from the University of Pittsburgh
Has prior experience at EPIC RPS, DaVinci Capital Management, Beltz-Ianni & Associates, and Paychex
