ABOUT ME

I worked in my family business as a CFO up until my late 20s. I was managing the company's retirement plan, became more interested in the industry, and decided to pursue it.

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I didn’t know what was good or bad regarding company retirement plans. I didn't realize that managing liability and performance is what it would take to be successful. 

 

After becoming an advisor, I decided to go and work with a large financial institution to manage company retirement plans.

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I was blown away when I discovered greedy service providers have become. They were offering mutual funds with hidden fees and getting companies in trouble with the Department of Labor for breaching fiduciary duty. The liability was pushed to the decision makers of the company, not the service provider.

 

I realized at that point how one-sided the retirement plan industry is and how there is a need for an independent fiduciary advisor to serve companies first, not service providers.

 

At that point, I never looked back. I established my firm to be independent and agenda-free. I developed a process to tell decision-makers if they are breaching fiduciary duty and the proposed solutions to fix them.​