Responsible for strategic initiatives through collaboration with internal departments and third-party service provider firms
Serves as a member of the National Association of Plan Advisors (NAPA)
Holds the CERTIFIED FINANCIAL PLANNER™ professional certification, as well as the Accredited Investment Fiduciary® (AIF®), Professional Plan Consultant™ (PPC™), and Certified Plan Fiduciary Advisor (CPFA) designations
Earned a BS in finance from the University of Houston
Has prior experience as the director of financial planning programs at Merrimack College, where he managed all aspects of the CFP® certification curriculum
