I’m not a wealth manager who dabbles in 401(k)s. I’m not here to gather assets, pitch a rollover, or cross-sell your employees into IRAs. I work exclusively on corporate retirement plans—because they deserve someone who actually focuses on them.

I’ve been working with retirement plans since 1996—started as a college intern at a TPA firm back in my hometown of Cleveland. In 2001, I packed up my car and headed west. Santa Barbara first, then San Diego in 2006, which has felt like home ever since.

Over the years, I’ve worked on everything from solo 401(k)s to plans with thousands of participants—helping everyone from mom-and-pop shops to global corporations. That range gave me a front-row seat to how this industry really works… and all the ways it fails people who just want their plan to run smoothly.

In 2019, I started Mission Retirement Consulting. Not to build an empire—but to get off the corporate hamster wheel and be around for my family. Once I was out, I saw how badly small businesses get treated in this space. Too small for the A-team. Too easy to overcharge. Too often left in the dark.

So I built something different: direct, honest, experienced help for the people who need it most—and don’t have time for sales pitches, delays, or vague answers.

You probably already have a 401(k) advisor. You just don’t have a good one. That’s where I come in.

These days, I live in North Park with my wife Heather, our daughter Grace, and son Lucas. When we’re not working or shuttling between kid activities, we’re probably camping, hiking, hitting the beach, or watching movies at home. I also remain fiercely loyal to Cleveland sports teams—proof that optimism is something you can learn.

And if this all sounds like the kind of advisor you wish you had? Let’s talk.

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I’m not here to sell you anything.
But if what I say makes sense and we’re a good fit for each other, you might want to hire me.