As Retirement Plan Service Manager, I help Plan Sponsors navigate the sometimes-turbulent seas of maintaining a successful Employer-Sponsored Retirement Plan.
I also work with Plan Participants and am passionate about encouraging them to prioritize their financial well-being by saving more for retirement. Through personalized consultations, I help them recognize the importance of early planning, setting achievable savings goals, and maximizing the benefits of their 401(k) plans.
I have over 16 years of industry experience, with the past nine exclusively servicing Employer-Sponsored Plans & Participants. I am an Accredited Investment Fiduciary® (AIF) and Chartered Retirement Plans Specialist® (CRPS). I have a FINRA Series 7 (General Securities), 66 (Uniform Combined State Law Exam) licenses, and a PA Life/Health/VA License.
Outside work, I enjoy spending time with my family and watching the Phillies, Eagles, and Harleysville Hornets.