As the Managing Director of Retirement Plan Services at RWS I’m responsible for overseeing the strategic direction and daily activity of the retirement plan division. This role involves leading a team of professionals to design, implement, and manage comprehensive retirement solutions tailored to meet the unique needs of businesses and their employees. The Managing Director ensures compliance with regulatory requirements, drives business growth, fosters client relationships, and serves as the primary expert on all retirement plan offerings, providing strategic guidance to both clients and the organization.

Being in the industry for 30 years and having my series 6 and 63, I specialize in guiding businesses through the process of creating and managing retirement plans that truly benefit their employees. My focus is on understanding what each company and its people need, and then crafting solutions that make a real difference in their financial well-being. Whether it’s simplifying complex regulations, designing plans that work for everyone, or just being there to answer questions and offer support, I’m passionate about making retirement planning straightforward and meaningful for everyone involved.

I work in this industry because I’m passionate about helping people secure their financial futures. Too often, I’ve seen people struggle because they didn’t have a solid plan in place, and that drives me to make a difference. Retirement planning is not just about numbers—it’s about empowering people to build a secure and comfortable future for themselves and their families. I love the challenge of navigating the complexities of retirement plans and finding solutions that truly benefit everyone involved. It’s incredibly rewarding to know that the work I do helps people avoid the pitfalls of inadequate planning and achieve confidence in retirement.

I’m married to my wonderful wife Shannon, we have two children, Aaron and Sydney, and two grandchildren, Pippa and Link, with a third on the way in December. We also have two dogs named Gus and Monkey. In my free time, I enjoy writing, and I am the author of two books as well as an accomplished woodworker.