As a pension consultant with over 20 years of experience, I bring clients extensive knowledge of Retirement Planning options. I have expertise as an Enrolled Retirement Plan Agent (ERPA) through the Internal Revenue Service (IRS). As such I may represent taxpayers before the IRS on matters related to Retirement Plans.

I’m also a Qualified Pension Administrator (QPA) and a Qualified 401(k) Administrator (QKA) through the American Society of Pension Professionals and Actuaries (ASPPA).