Education

Bachelors of Business Administration -1980 - University of St. Francis, Magna Cum Laude

Overview

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 engagements

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Resources and event materials

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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