I founded Retirement Income Resources, LLC in 2001 to work in a more focused way with employers needing effective and compliant guidance for their company-sponsored retirement plans. Our firm has been fortunate to serve dozens of employers and thousands of their employees across the U.S. in their quest to become financially independent. We have also worked with hundreds of families to help manage their personal financial assets before and into their retirement years.
Prior to founding Retirement Income Resources, LLC, I have been in the employee benefits business my entire professional career, starting with Travelers Insurance as my first job out of college. I immediately enjoyed the opportunity to learn how businesses of all sizes and types were started, how they grew, and what skills were had by the most successful owners and managers. Having exposure to a variety of industries in a rapidly changing world continues to keep me interested and engaged as I strive to help people prepare effectively for their financial futures.
In an ever-changing economic landscape, I continue my professional education while maintaining several financial services designations such as Chartered Financial Consultant (ChFC) and Chartered Retirement Planning Counselor (CRPC). Having decades-long relationships with many clients has been tremendously rewarding and provides motivation for our firm to continue providing effective financial planning guidance and asset management.
Downtime involves visiting children and grandchildren, cycling, golf, pickleball, and traveling. I spend my time in Fairfield, CT, Arden, NC, and Jupiter, FL during the year while enjoying my professional and personal life.