CONTACT
Let’s Make Your 401(k) Less of a Mystery
I’m not here to sell you anything. But if you’re a business owner who’s frustrated with your plan—or just wants to avoid the usual nonsense—you’re in the right place.
Reach out if you have questions, want to run a scenario by me, or need help figuring out what your payroll provider just did to your plan.
📍 Based in San Diego. Available nationwide.
⚡️ Want to book a time on the calendar?
Use this link if you’re the type who likes to book online meetings. I’ll see it, I’ll show up, but I probably won’t be wearing a tie.
What I actually do
Cut through the noise. I help small business owners avoid overpriced, underdelivered 401(k) plans. No fluff, no pushy salespeople—just straight answers and smarter plan design.
