About Us

I am a Fiduciary Adviser, offering independent investment advice and can perform fiduciary audits. I have 17 years of experience as a TPA, and consulting and hold the following designations: Certified Public Accountant, Qualified Plan Administrator, Certified Pension Consultant, Accredited Investment Fiduciary, Accredited Investment Fiduciary Analyst. I'm willing to travel in the Midwest for my services.