Broker Check

Retirement Plan Services

Financial Market Experience. I have long been a student of financial markets and the economy. I draw on the knowledge I have acquired over my years as a financial professional to help clients achieve their goals while being consistent with established risk parameters.

Dedication to Service. I pride myself on providing each client organization with personalized service that is carefully tailored to help them fulfill their fiduciary responsibilities in the context of their organization and culture. I not only monitor and report on the full range of current requirements, but also track trends and marketplace developments that can impact plan performance.

401(k) Experience. Rather than offer a proprietary 401(k) program, Summit instead provides access to many 401(k) providers. As a result, I have access to a wide range of resources and can select the program best suited to an individual client's needs.

Employee Education. I personally administer the educational component of my clients' 401(k) programs to both management and employees and work hard to ensure that every plan participant understands all available options and how they apply to their individual situation.