Final call for RSVPs to my event tomorrow in San Antonio. I have a few slots left, so if you want to attend, please let us know quickly. It's going to be a fun event with some valuable information. hashtag#401kevent hashtag#humanresources hashtag#401k hashtag#ceos hashtag#cfos

Great article by one of my colleagues. As part of my retirement plan practice, I always provide my clients and their key executives personal financial planning specifically catered for executives and senior leader ship. We go above…lnkd.in/eF3rc87 lnkd.in/eusR7ps

#StNicholasHCDSB

I want to thank my company SWBC for supporting such a great organization that does so much in our community. I had the pleasure this past weekend to represent my SWBC at the 5th Annual Catholic Charities St. Nicholas Ball. Representatives from SWBC in at…lnkd.in/g6v_fPD

Great article to help employers increase 401(k) plan participation. #humanresources #cfos lnkd.in/e7_fQK3 lnkd.in/epYAppg

With 20% of American workers suffering from financial stress, it behooves you to include financial wellness as part of your company's wellness program. #humanresources #wellness #cfos #ceos #financialstress lnkd.in/egi284e

Glad I got to spend today with two great partners. Let’s make the best of the new year. I plan on helping more new retirement plan sponsors to help their employees have better retirement outcomes. #401k #humanresources #cfos #ceos lnkd.in/eESWVdW

Just got to see the final cut of my first video from my retirement plan series that will be coming to social media very soon. I can’t wait. #401k #humanresources #ceos lnkd.in/eR9pfaG

Enter for some free cuttings. #IVOrganic

Is company's 401(k) plan helping you to attract and retain the right talent? Learn tips on how to get your plan up to speed. Contact me today! #401k #cfos #ceos #humanresources lnkd.in/gUwedpj lnkd.in/gznHkZi

Way to go Debbie 🎉🎉 lnkd.in/eDhFiA2

Did you know empowering employees with financial knowledge can also benefit your company? Contact me today to learn about our financial wellness programs! #401k, #HumanResources #CEO #CFO youtu.be/9XkwcF7zDiY

It was an honor to be invited to the Junior Achievement #FutureSmart Challenge helping to empower tomorrow’s leaders

It was an honor to be invited to the Junior Achievement #FutureSmart Challenge helping to empower tomorrow’s leaders

Check out my new avatar.

I’m a little late getting the word out, but last month I made a decision to leave my former employer SWBC as a retirement plan advisor, and join a nationally known financial services company as a retirement plan wholesaler. I never thought that I would ma…lnkd.in/ekwz7vF

Wow, I'm really flattered that I made The 401k Wire #401k #retirementplan #capitalgroup lnkd.in/g_dnu7s

About a week and a half ago, I got a text from a friend from KC that wanted to check in see how I was at my new job. She also said she also said that it was a good write up about me and the wire (the 401kwire.com). I really didn’t know they knew who I was #401k

Thank you to all who are serving and have served. Happy Veterans Day 🇺🇸 lnkd.in/eh4n_wH

Check out this amazing picture book of beautiful doors throughout Spain and Andalusia. Doors of Spain a.co/d/8u0cYTB