Leads the team of retirement consultants while continuing to support advisors across the spectrum of their retirement clients.
Fields inquiries from advisors and provides retirement consultation on all aspects of their retirement practices, from new business development and plan proposals, to plan design, product placement, and regulatory matters
Holds FINRA Series 7 securities registration and Certified Plan Fiduciary Advisor (CPFA) designation
Earned a degree from the University of Massachusetts Lowell
Has prior experience in client services, quality control, annuity services, and specialty services roles at Putnam Investments
