MBA, QPA, QKA
President & CEO
VP | Pension Operations
VP | Business Development
QKA ,QPA, ARA, APA, ERPA
Manager | Pension Operations
"I believe that I push myself to Learn so that I can share information with our participants. I want our participants to feel comfortable with the process and to rest secure in the knowledge that, working together, we've made it so that they're ready to face retirement with the resources they need to lead a fulfilling life."
"I believe that we have the power to change lives through our work - for the clients we serve and for ourselves. For our clients by educating them, helping them achieve a future of comfortability, and allowing them to rely on us. For ourselves by learning, being committed and responsible, and relying on each other. "
"I believe that the time I take and the personal relationships I build with my clients does make them want to stay with RPS as their provider because they know they will be taken care of at a high level."
"I believe that retirement plans are hard. They are extremely complicated with so many variables, tax laws and regulations, service provider arrangements, and fiduciary pitfalls. Really, there is no way for the common HR person or business owner to understand most of it. It's easy to make mistakes and can be very difficult to make corrections or even know what was wrong. It is critical for plan sponsors to have a solid and committed team of service providers.
"I believe I exhibit the PILOT mission most in being a team player and owning the results. I believe nurturing and assisting when needed are natural characteristics and that spills over in my daily activities for the company and in personal affairs.”
"I believe I help our clients initiate the path to retirement and help them create the necessary financial resources to help get them there. Everyone should retire with dignity."