I’m not a wealth manager who dabbles in 401(k)s. I’m not here to gather assets, pitch rollovers, or cross-sell your employees into IRAs.

I work exclusively on corporate retirement plans—because they deserve someone who actually focuses on them.

More importantly, I believe every retirement plan needs someone clearly running point.

Not just managing investments. Not just handling payroll files. Not just answering compliance questions when they pop up. Someone overseeing the whole picture and making sure things don’t quietly drift off course over time.

That’s the role I fill for my clients.

I’ve been working with retirement plans since 1996, when I 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 business owners who just want their plan to run smoothly.

Because here’s the reality: most growing companies already have multiple vendors touching the plan. Payroll. Recordkeepers. TPAs. Advisors. HR. Auditors. Everyone handles a piece of it.

But when something goes sideways, it still somehow lands back on the business owner’s desk.

That’s the gap I help close.

Hardship request? Loan issue? Audit prep? Payroll problem? Vendor finger-pointing? Participant confusion? Investment review? Fee benchmarking?

You call me. I handle it.

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 realized how badly small and midsize businesses often get treated in this industry. Too small for the A-team. Too easy to overcharge. Too often left managing complexity they never signed up for.

So I built something different: direct, experienced retirement plan oversight for companies that want clarity, accountability, and a real point person they can actually reach.

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 sounds like the kind of retirement plan relationship 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.