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Experience

My expertise is consulting with employer-sponsored retirement plans on a variety of topics like investment menu design, performance monitoring, participant education, fiduciary responsibilities, fee policies, and benchmarking. I work with clients of all industries such as manufacturing, law firms, and health groups and with plans of all sizes.
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I lived in Scottsdale, Ariz., for about six years and only saw one scorpion. However, on a recent vacation there, my wife and I had one crawl across us at the pool. Luckily, neither of us were stung.

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