Phoenix Retirement Services

Make a difference in your employee’s financial lives with a better retirement plan. I provide conflict-free leadership in creating meaningful retirement outcomes. Through my experience with hundreds of plans from a variety of industries, I provide a wellspring of expertise in helping employers manage: • Fiduciary Obligations • Maximizing Plan Design Solutions For Best Results • Evaluation of Provider Performance • Investment Option Analysis • Financial Literacy Education Programs For Employees Corporate Retirement Plans (401k, ERISA 403b, Defined Benefit, Pension, Cash Balance, New Comparability, Profit Sharing), and selected individual investments. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit for more information.