Welcome

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Retirement planning is a fundamental aspect of organizational success, because it allows owners, founders, entrepreneurs and nonprofits to retain and incentivize their human capital.
My team and I work closely with clients from the Bay Area and beyond, helping them establish or refine their retirement plans. I also consult to business owners directly, helping them optimize their compensation, capitalize on potential tax savings, transfer wealth to the next generation, structure their business for a possible sale, and explore a potential exit.ㅤ
Within J.P. Morgan, I am one of a select group of Advisors who holds the Accredited Investment Fiduciary^® certification, a prerequisite for retirement-plan consulting. Wealth Advisors at the firm regularly look to me to lead retirement plan design and administration for their clients.
I bring insight and enthusiasm to my work, helping business owners and institutions create a more reliable pathway to long-term financial security for themselves and their employees.

Excellence in planning and execution
Look to me as the architect of your defined benefit, 401(k) and 403(b) plans. If you are a business owner or founder, I can also help you organize and deploy your wealth more strategically. Here are a few of the ways I can add ease and convenience to your financial affairs:

> Discovery and discussion. I take the time to learn about your needs—what you want to accomplish in your business, key employees you want to retain, complementary services that can make your retirement plans more attractive, and fiduciary support in monitoring your plan menu and costs.

> Investment selection. Integrating the award-winning research of J.P. Morgan, I can help you design thoughtful investment menus that address the needs of your employees, seeing them "to and through" a dignified retirement. I help employees pursue strong investment performance while evaluating the contributions of active and passive investments in each asset class.

> Executive team services. I meet one-on-one with members of your executive team, putting the structures in place to help them grow and transfer their wealth more effectively. From tax-sensitive investing and wealth planning to banking and lending, I support your team in advancing a more cohesive perspective on their financial affairs.

> Single point of contact. As the leader of your retirement plan services, I look to relieve any burdens associated with plan design, roll-out and administration. Working directly with your HR professional, I coordinate payroll transmission, matches, safe harbors, and third-party administration. You can reach me at any time, and I will follow through on your needs directly.

> On-site visits. I believe strongly in the value of face-to-face contact. You can rely on me to be a regular presence within your organization. I am passionate about educating people about their options and the wisdom of starting early on their retirement journeys. I enjoy learning about the differentiated needs of your organization, catering to those priorities through tailored advice.

> Employee wellness. Today's employees often look for more than traditional retirement offerings. I can help you design your plan to appeal to a broad employee base, offering ideas to retain younger workers, as well as the more senior members of your workforce. I support your employees in navigating strategies for their equity compensation in both public and private businesses. I also look to bolster participation by employees from diverse financial backgrounds, helping them optimize their contributions.

> Industry trends. Retirement legislation changes frequently. I stay on top of trends in the industry through professional education and ongoing reading and research. Forward looking, I help you take concerted action to anticipate and respond to evolving requirements that can impact you and your employees.

I welcome the chance to learn more about your retirement needs. Please contact me directly.