I lead MV Financial's Retirement Plan Practice Group, with over 14 years on the MV Financial team. I oversees all aspects of MVF's retirement plan management, where my duties include; developing proper plan design, investment strategy and options, participant education and management of client relationships. I am also a senior advisor at MVF, where I manage all aspects of my private client relationships. In both capacities, I work closely with the firm’s investment management, portfolio operations and client services divisions. I am a key member of MV Financial’s investment committee, participating in asset allocation and investment selection decisions as well as overall strategy formulat