Retirement Plan Advisor & CEO at EWM | AIF, MBA
Fiduciary Expert & Financial Educator | EWM & AFE
Empowering Retirement Plan Clients with EWM | FinTech & Legal Studies
With over 13 years of experience as a retirement plan advisor and CEO at Emerald Wealth Management (EWM), I provide fiduciary advisory and consultancy services to small and medium-sized businesses, non-profits, plan sponsors, and participants. I hold the Accredited Investment Fiduciary (AIF)... (login for more professional bio)