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Managing Director - Operations, Benefits Daybright Financial
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Regional Vice President, Sales MAP Retirement USA LLC
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BPAS
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Pentegra
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BPAS
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Retirement Relationship Manager MAP Retirement
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Compass
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BPAS
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Mergers & Acquisition Specialist Compass
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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ESOP Administration Consultant Blue Ridge Associates
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MAP Retirement
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Southern Pension Services
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July Business Services
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Retirement Plan Administration Consultant Blue Ridge Associates
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Anchor 3(16) Fiduciary Solutions
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The Ideal Strategic Retirement Planning Process
The Retirement Cafe 
[Opinion] June 28, 2016
"The typical retirement plan report is centered around a spreadsheet that purports to anticipate our future wealth annually for the next three decades despite all evidence that such forecasts are well beyond human capabilities.... [A]nalyzing a retirement plan using such a projection as the central assumption is unwise. We end up with retirees looking at their plans and saying, 'Wow! In thirty years, I'll still have $10,264.32 in my bank account! I'm set.' "
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