INDUSTRY EXPERIENCE & EDUCATION
- 21 years of experience in public agency retirement plan consulting, implementation and administration
- Designed and implemented over 100 retirement incentive programs for various school and community college districts as well as municipalities
- Assisted in the design, adoption and implementation of various specialty programs designed to help school and community college districts to recruit, reward and retain key employees
- Designed and implemented comprehensive 403(b)/457 compliance consulting services to allow districts stop relying on an outside TPA company for their 403(b) and 457 plans
- University of California, Irvine – Bachelors of Science in Economics with a minor emphasis in Political Science
- Retirement Planning Associate (RPA) from Wharton School of Business