I grew up the middle child in a household that promoted work over education. What I didn’t realize at the time was that I was receiving an education in discipline, work ethic, and integrity by watching my self-employed father navigate the everyday ins and outs of being a small business owner. These principles remain the foundation of everything I do today, both personally and professionally.
My passion for the retirement plan industry began in the mid-nineties while I was employed with MassMutual Financial Group. In their National Accounts Division, I had exposure to the unique and often complex retirement plans being sponsored by some of the nation’s largest unions and companies. While I learned a great deal from this experience, I grew restless after a few years from a desire to be more hands on and impactful. These aspirations lead me to accept a position with the Benefit Consulting Group, a local third party administration firm (TPA). During my tenure at BCG, I sharpened my skillsets in ERISA compliance and plan administration. I also came to the realization that I was happier working with a client base comprised of smaller, local businesses. When BCG was eventually acquired by a mega-sized, national TPA, that prompted me to bring my skillsets to another local financial services firm, Pension & Benefits Associates. As a producing TPA, Pension & Benefits was the best of both worlds. It offered me the opportunity to utilize my ERISA compliance background, while also allowing me to become a licensed financial advisor. Several years later, this evolution opened the door to me becoming the Director of Retirement Plan Consulting for CIG Private Wealth located in Glastonbury, Connecticut. At CIG, I developed processes and procedures, I trained and managed staff, and I supported the growth of the Retirement Plan Consulting division both organically and through acquisition. In 2023 the same entrepreneurial spirit I witnessed as a kid led me to start my own retirement plan consulting practice and form a strategic partnership with the Wealth Transition Collective. This synergy will allow us to offer a broader, more diverse scope of services to our valued clients.
When I’m not at work I try to spend as much time as possible with my three grandchildren: Max, Aurora, and Jameson. I also enjoy relaxing with friends and family at my second home in the North Woods of Maine.