Expertise

Professional Credentials

  • Juris Doctorate (JD) - Former Practicing
  • ERISA Attorney
  • Master of Law – Tax Law (LLM)
  • Accredited Investment Fiduciary (AIF®)
  • Certified Employee Benefit Specialist (CEBS)
  • CEFEX Certified Qualified Fiduciary Advisor (QFA)
  • Former owners of Third Party Administration Firm (TPA)
  • 401kWire’s 300 Most Influential DC Advisors - 2011
  • PlanAdviser's Top 100 Retirement Plan Advisers - 2013
  • FA Magazine 50 Fastest Growing RIA’s – 2014
  • PlanAdviser's Top 100 Retirement Plan Advisers - 2015
  • FA Magazine Top RIA Firms Ranking - 2015
  • Financial Times Top 401 Financial Advisors - 2015

Recognized Expertise