Regional Director, Retirement Services at OneAmerica
With over 25 years of industry experience helping 100's of financial advisors implement strategies that help them grow their business, I have perspective on how elite advisors run a successful practice. As a result, my advisors view me as a valuable resource.
My team and I are experienced at integrating strategies to help advisors improve retirement outcomes for their employers and, ultimately, for their employees learn in specific plan types, including:
• Governmental Employers (401a and 457b)
• Non Profit Employers (401a, 401k, 403b, and executive 457b)
• Hospitals (401a, 401k, 403b, and 457b)
• For Profit Employers (401k, profit sharing, defined benefit, and ESOP)
• Professional Employers (401k, profit sharing, defined benefit, and cash balance)