Bachelors of Business Administration -1980 - University of St. Francis, Magna Cum Laude
35+ years assisting closely-held business with retirement plan design, administration and investment alternatives. Also, providing investment advice and education to retirement plan participants.
Upcoming speaking engagementsView More
Resources and event materialsView More
In the community
Member, American Association of Pension Professionals and Actuaries Member of the National Association of Plan Advisors Treasurer of the Joliet Noon Lions Club Director for the First Tee of Joliet