I am the Regional Sales Consultant for The Retirement Advantage (TRA) covering Colorado, Utah, Nebraska, Wyoming, North and South Dakota. At TRA I work with Advisors and Plan Sponsors to design effective retirement plan solutions. By partnering with industry leading Recordkeepers, Investment Managers, and Actuaries in the Retirement Plan industry, I ensure that we can design an optimal employer-sponsored retirement plan that satisfies the goals of business owners, HR departments and individual plan participants.
I believe that our clients #1 concern should be running their company, not their company’s Retirement Plan. That’s why I am committed to providing a level of service that is professional, timely and effective to help all parties make a well informed decision regarding the design and administration of their plan.
At TRA we provide this type of service to over 5,500 small and mid-sized companies, with over $5 billion in combined retirement plan assets. After the sale, every TRA client is assigned to a dedicated Retirement Plan Consultant from day one. This highly experienced retirement plan professional monitors how well the plan is performing to the stated goals and can make suggestions specific to the plan, to remedy any issues that may arise.
If you would like to learn more about TRA and how we can help you design a plan that benefits your clients, please do not hesitate to email me at firstname.lastname@example.org or call me at 720.334.6661 to schedule a time to speak.