Bio: 45 Years of Financial Service Experience. Former Product Manager Shareholder Account Manager (SuRPAS). Series 6 & 65 Commercial Pilot and nice guy.
Bio: I help superintendents replace one-size-fits-all retirement plans with customized plans for all employees | Licensed Financial Coach | Keynote Speaker
Bio: I’m here to learn, grow, and build a purposeful team. Father, husband, and green personality—I like things logical, clear, and that actually work.