VP Senior Retirement Plan Sales Consultant
Bell Bank Wealth Management
Bell’s community involvement and reputation are what I enjoy most about working here.
In my role, I advise small- to mid-sized-business owners, nonprofits, and government agencies on their retirement and executive compensation programs for employees. I work with leadership, HR, and finance to enhance these benefit plans for employees. Focusing on 401(k), 403(b), and 457 plans, my specialties are plan operation review, plan design, modernization, fee bench marking, employee engagement and service-related items. I especially enjoy networking and working closely with our clients to manage their retirement plans.
Originally from Glendale, Ariz., I hold a bachelor’s degree in business management from Northern Arizona University in Flagstaff. I have also earned Qualified 401(k) Administrator, Certified Plan Fiduciary Advisor and Chartered Retirement Plans SpecialistSM designations.
My wife, Shannon and I live in Peoria, Ariz. We have two daughters, Kennedy and Taylor, two dogs, Ollie and Leo, and a Tortoise named Flip.
Connect with me on LinkedIn.