With over 25 years of experience in the retirement plan industry, I am a passionate and knowledgeable fiduciary leader who helps employers with fiduciary governance but with a dual focus on helping their employees achieve their financial wellness goals.
I have served as a Past President of NAPA (National Association of Plan Advisors) providing leadership to the Plan Advisory industry that I have spent the past few decades working in. Voted onto the board of American Retirement Association in 2025.
Additionally, I am a keynote speaker and writer who enjoys educating and engaging audiences on topics such as fiduciary governance, employee engagement, and behavioral finance. My mission is to help working America feel less stressed and be happy.
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness.