Retirement Plan Advisor
Headquartered in metro Denver, Empower Retirement administers $411 billion in assets for 7.6 million participants. It is the nation's second-largest retirement plan record keeper by total participants (Pensions &Investments, April 2016). Empower serves all segments of the employer-sponsored retirement plan market: government 457 plans, small, midsize, and large corporate 401(k) clients, non-profit 403(b) entities and private-label recordkeeping clients.
I am a senior financial services professional who has worked directly with institutional and retail clients for over 20 years. I build strong relationships by taking the time to listen, and by offering innovative solutions based upon the client's unique challenges and goals. SPECIALTIES: Retirement, Relationship Building, Strategic Analysis and Planning, Consultative Problem-Solving, Customer Experience, Sales, Team-building, Program Development, Communications, Writing/Editing, Marketing The views and opinions I express here are solely my own, and not necessarily those of my employer. They are not intended to provide, and should not be relied upon for, investment, accounting, legal, tax or financial planning advice.
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