In 2017, I began consulting with Kades-Margolis Corporation (4kmc.com). In 2018, I was hired to lead their Sales and Marketing efforts. “KMC” is a company with a network of financial advisors specialized in serving employees of public education and their families in Pennsylvania.  The focus is on supervising and growing the business while delivering financial solutions and services over 35,000 clients and their families. We’re currently accomplishing great growth and pushing some marketing innovation too.

From 2013 to 2017, I led 403(b) and 457(b) Sales for Aspire Financial Services, an innovative retirement record keeping platform built on a foundation of fee transparency and investment flexibility. At it’s core, Aspire is a proprietary software platform. To many investors, it’s a refreshing alternative to expensive, confusing retirement investments. Aspire’s K-12 403(b)/457 retirement offering is exceptionally unique, if you ask me.

From 1992 to 2011, I played a leadership role at Voya (then ING), one of the largest providers of 403(b)/457/401(k) in the country. Together our team significantly expanded company presence in the Southeast region and managed some of the company’s largest relationships.

RaceReach.com is a software platform used by event (race) directors, coaches, clubs and sponsors. The platform delivers a comprehensive race registration system and a club/team management system. Our rapid growth has come from delivering great software and service to running, cycling, swimming and triathlon events and from our loyal community of large clubs and outstanding coaches.

It’s hard to convince people to listen to you, especially if you are a business. Those who understand how to communicate effectively and always establish a shared desired outcome, trust will be built and success will occur. Ask me about communications training, website design and content delivery based on building genuine trust.

7x Ironman triathlete.

1x Husband and father to 3.

Forever aging athlete.