Experience

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  Cranford johnson robinson woods

  Jan 1985 - Jan 1990

  Account coordinator
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  Stephens inc.

  Jan 1992 - Jan 2002

  Stephens capital management associate

  Registered Representative and Investment Advisor on Retirement Plans

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  Wachovia securities / a g edwards

  Jan 2002 - Jan 2003

  Financial consultant

  Advisor on Retirement Plans

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  Lrcvb

  Jan 2002 - Jan 2002

  Sales admin director
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  Bkd wealth advisors

  Mar 2004 - Oct 2010

  Supervising consultant

  Benefit Plan Consulting division

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  Datapath investment advisors, inc.

  Oct 2010 - Dec 2014

  Retirement plans consultant/chief compliance officer

  Investment Advisory services to the qualified retirement plan market.

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  Onedigital health and benefits

  Dec 2014 - Oct 2022

  Retirement plans client executive

  Along with Wealth Management and Insurance related services, Legacy Capital Group Corporate Benefits, now merged with OneDigital, provides Investment Advisory, Employee/Plan Sponsor Fiduciary Education, and Consulting services to the gamut of both qualified and non-qualified employer sponsored retirement plans. With years of experience in the 401(k), 403(b), 457(b), 401(a) and other company retirement plans, our retirement plan expertise can offer you a solution to your organization's retirement plan needs. Retirement plan services and Health and Benefits offering a complete benefits landscape of our services to you. Show less

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  Alliant insurance services

  Oct 2022 - now

  Account executive
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  Alliant retirement consulting

  Oct 2022 - now

  Account executive/retirement plan consultant