I focus on helping my client maximize the effectiveness and efficiency of their 401(k) Plans, Simple IRA Plans and Defined Benefit Plans. I also help guide my clients through the decisions for a successful financial future and appropriate investment decisions.
I have 3 years of financial services experience where I have served as a licensed financial advisor. I joined The DeHayes Group in 2012 to focus on corporate retirement plans, financial planning and employee benefits.
Current Board Member for Cross Connections (Serve on the finance committee and chair of the marketing committee.)
Past Committee Member for the Get On Board Committee with YLNI