As the leader of ARIA’s Corporate Retirement Services program, I partner with plan sponsors to design and manage retirement plans that support both their business goals and their employees’ long-term success. I work closely with clients on plan design, fiduciary compliance, and administrative services, helping them navigate complexity with confidence.

I hold the Accredited Investment Fiduciary® (AIF®) and Certified Plan Fiduciary Adviser (CPFA) designations, which guide my approach to building thoughtful, well-structured plans while proactively managing risk.

Whether you are looking to establish a workplace retirement plan, enhance your current offering, or gain a fresh perspective, I’m here to help you create a stronger, more effective plan for your organization.

Let’s start building your plan today.