Working with Financial Advisors and Product Sales Professionals, I help business owners establish and implement retirement plans using creative, efficient and often unique plan designs.
With close to 22 years of experience in the retirement industry in roles ranging from service desks to sales, I’ve helped Financial Advisors close well over 1,000 plans and over a billion dollars in assets.
In my current role as Director of Sales for Associated Pension Consultants, I have had the good fortune to work with a wide variety of products and their sales teams (American Funds, Principal, John Hancock, ING, Great West, Transamerica, MassMutual, Guardian, Nationwide, Lincoln, etc.). This role has given me the chance to witness the various sales styles of their professionals allowing me to be more effective for my advisors. In addition, I have also been working closely with the sales professionals for the various investments offered on their platforms.
I gladly take the time to help advisors that are looking to get started with retirement plans by training them on key features business owners focus on to find a new provider or start a plan. In addition, I work with seasoned veterans that are looking for information on industry trends, competitor information, etc.
On a personal note, I have been married for over 20 years and have 3 children (10 year old daughter and 8 year old twin boys). I am very active in their lives and have recently become a Board Member of the Albertson Herricks Little League near my home on Long Island. We are very much a “beach family” as I have spent all my summers in Breezy Point NY. Besides, being active in my kid’s activities, I have become heavily involved in restoring Breezy Point from Hurricane Sandy. When I have time, I participate in a few softball leagues and enjoy golf…but, that has taken a back seat until my home town is back!
Please feel free to contact me if you would like to do business together.