Drives marketing strategy, campaigns, and communications programs to support Commonwealth advisors working with clients who offer qualified retirement plans and IRAs
Consults on marketing, sales strategies, competitive positioning, service models, and best practices related to building and supporting a successful retirement plan practice
Holds FINRA Series 7, 63, and 65 securities registrations and the CERTIFIED FINANCIAL PLANNER™ professional certification, as well as the Accredited Investment Fiduciary® (AIF®), and Professional Plan Consultant (PPC™) designations
Earned a degree from Emory University
Has prior experience as an advisor to corporate retirement plans, where he was actively involved in sales/marketing and client service to plan sponsors nationwide
