Experience Makes all the difference

My goal as a Vice President of Investments and Chartered Retirement Plan Specialist is to assist plan sponsors in meeting the criteria established under ERISA through our world-class retirement plan capabilities. As one of a select group of financial advisors qualified to participate in the firm's DC Advisory Program, I can assist with the three primary needs of defined contribution clients: Provider Search; Investment Consulting; and Employee Education Consulting. Furthermore, the DC Advisory Program permits me to offer full fee transparency.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Vice President - Investments

Troy

August 2000 - Present

Morgan Stanley

Assistant Vice President

Rochester

-

Education

  • Investment Consultant Certificate - The Investment Management Consultants Association
  • Chartered Retirement Plan Specialist - College of Financial Planning

Registered States:

CA, CO, FL, MI, OH