Helps advisors and Commonwealth home office staff navigate complex situations related to traditional, Roth, SIMPLE, and SEP IRAs, including addressing operational inquiries and concerns and IRS rules and regulations
Holds FINRA Series 7, 24, and 66 securities registrations
Holds the Chartered Retirement Plans SpecialistSM (CRPS®) and the Certified Plan Fiduciary Advisor (CPFA) designation
Earned a BS from Cal Poly San Luis Obispo
Has prior experience as a team lead in the Retirement Operations department and with Wells Fargo Advisors
