All Americans should be able to retire with financial dignity, but it won't happen without a solid plan! Our award-winning team can work virtually and in person with CFOs and HR Directors that offer existing corporate retirement plans with assets of $5 million and up. We enjoy helping companies of all sizes that have negligent or non-existent advisors and bring clarity and ideas to employers so that their employees learn how to save enough to pursue their dreams.

With over 25 years in the financial services industry, I have small to large-case retirement plan experience and also focus on developing retirement and executive group benefits for business owners and executives. I also work with non-profit organizations on their planning needs and have extensive public sector retirement plan experience.

Go Bucks! Yes, I am a proud graduate of The Ohio State University, with a Bachelor of Arts in Journalism and Public Relations. To stay abreast of current trends and legislation, I earned the Accredited Investment Fiduciary (AIF), Certified Funds Specialist (CFS) and Certified Plan Fiduciary Advisor (CPFA) designations.

After 17 years as a co-founder and principal of Peak Financial Group, we were acquired by HUB International. Prior to that, I was a career agent with Massachusetts Mutual Life. I also served as Plan Consultant, Regional Sales Director and Regional Service Center Manager for the retirement services subsidiary of Nationwide Insurance. I also proudly served as a Staff Sergeant with the Ohio Air National Guard.