As an Accredited Investment Fiduciary (AIF), and Retirement Plan Associate (RPA) professional, I bring over 28 years of retirement plan experience in the areas of Fiduciary, Qualified Retirement Plan Consulting, Qualified Retirement Plan Investment Advisory, Qualified Plan Design and Plan Administration, Retirement Plan Recordkeeping and ERISA Third-Party Plan Administration Services. I was recently named by the Financial Times as a 401 Top Retirement Adviser in their 2020 edition. According to the publication, the final Financial Times 401 represents an impressive cohort of elite advisers from 41 states and Washington, D.C. The honorees are expert specialists as DC plans on average account for 86% of total client assets. My objective is to provide employers with peace of mind about their retirement plan and fiduciary duty. I do this with a consultative process to navigate not only the investment and employee education process of the Defined Contribution and Defined Benefit market, but to successfully guide employers and their Human Resource departments through the regulatory process governed by the Department of Labor (DoL). To assure Im abreast of the most current rules and regulations governing retirement plans I became a member of the Retirement Plan Advisory Group (RPAG). RPAG is an alliance of accomplished defined contribution advisors in the U.S. representing 60,000 retirement plans, 5 million-plus participants with $400 billion in collective Assets Under Influence were prepared to handle even the most complex retirement plan situation. The alliance with RPAG allows me to provide our plan sponsors and plan participants a retirement plan solution complete with Investment Analysis, Fee Benchmarking, Plan Sponsor Education, Participant Education, Fiduciary Education, Financial Wellness Programs. As a resident of Pittsburgh, I joined the P&A Group/Retirement Plan Advisory Groups team six years ago. A Summa Cum Laude graduate of West Virginia University, I serve on the board of Pittsburgh Retirement Professionals and on the Planned Giving Council of Hospice of Warren County. Specialties: Plan Administration, Retirement Plan Recordkeeping, ERISA Third-Party Plan Administration Services, Fiduciary, Plan Design, Plan Benchmarking Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. P&A Group is not affiliated with Kestra IS or Kestra AS. 