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Shipman & Goodwin LLP
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Relationship Manager – Defined Contributions

Daybright Financial
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EPIC RPS
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July Business Services
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Regional Sales Director-Heartland

July Business Services
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Nova 401(k) Associates
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Consultant / Account Manager

Spectrum Pension Consultants (part of Daybright Financial)
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Plan Administrator

Stones River Consulting
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Daybright Financial
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Independent Retirement
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EPIC RPS
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July Business Services
(Waco TX / DC)

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Director of Regulatory Operations and Compliance

PCS Retirement
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Lifestyle Spending Accounts: What Employers Need to Know
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Feb. 20, 2024

"LSAs can help with recruitment, retention, and productivity. Most importantly, they can help workers feel more satisfied with their jobs.... Because this program typically involves reimbursement on a taxable basis, employers have the freedom to be creative with plan designs."

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