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Stones River Consulting
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Regional Sales Director-Mid Atlantic July Business Services
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Daybright Financial
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Director, Strategic Accounts and Channel Development July Business Services
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EPIC RPS
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Internal Channel Sales Team Lead July Business Services
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Regional Sales Director-Heartland July Business Services
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Spectrum Pension Consultants (part of Daybright Financial)
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Independent Retirement
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Relationship Manager – Defined Contributions Daybright Financial
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Nova 401(k) Associates
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Director of Regulatory Operations and Compliance PCS Retirement
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Bloomberg Headline: 'Rich Professionals Are Using Pension Plans as a Tax Dodge'
Bloomberg 
Aug. 15, 2018
"There's one area where the traditional pension plan is getting new life -- as a tax dodge for wealthy business owners. Pensions, also known as defined-benefit plans, can be used by doctors, law partners and wealth managers to stash hundreds of thousands of dollars in income a year. By doing so, they'll get around the income limits Congress created to bar them from a generous new tax break for owners of pass-through entities, who report the firms' income on their individual tax returns."
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