As the Director of Business Development, I lead the marketing and sales efforts focused on institutional growth with new clients in the non-profit and education markets. I also lead the strategy of creating and growing relationships with new and existing business partners. Through these efforts and partnerships, I strive to help organizations provide the best retirement plan education services possible to their participants. As a Senior Advisor, I act as a leader of our advisor team who works on campuses conducting group presentations and individual financial planning sessions, helping individuals plan out their financial futures to and through retirement. I am a CERTIFIED FINANCIAL PLANN