Senior Retirement Plan Consultant
21 years’ experience in client service in the Retirement plan industry providing proactive and seamless plan administration consultation. Providing overall exception customer service and superior administrative support to our clients allowing them to focus on their time on growing their business.
As a Qualified 401(k) Administrator I have an extensive background in Compliance Testing, Plan Document Provisions, Rules and Regulations and Government Reporting.
By Far my Best accomplishment is the raising of my now 17 year old son, we both love sports, especially football, I can be found every Friday night under those lights watching him accomplish his dreams of being a Division I athlete. I also love to volunteer for our local USO and Honor Flight as a way to honor all of those in my family whom have served.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Twelve Points Wealth is engaged, or continues to be engaged, to provide investment advisory services.