Co-founder of eRollover.com, a leading financial portal that is "Changing the Way People See Retirement"
Through our network of partnerships and alliances, we are:
Providing consumers with an easy to use online platform to consolidate multiple IRA, 401k, and Retirement plans into one location.
Providing consumers easy online access to qualified registered financial advisors and online brokers thorough a national network of partnerships with leading financial services organizations.
Provide consumers with relevant retirement fund content via a proprietary aggregation software, education, blogging, newsletters, RSS, Social Media, and related news media reports.
Founder and Owner of eInsurance Advisors, a national insurance marketing firm currently representing over 40 of the largest financial services companies worldwide.
Our firm specializes in providing the product selection, expertise, and back office, for our network of financial advisors and insurance agents.
Our Goal is to ensure that every producer involved with eInsurance Advisors is much more successful as a result.
6/2008 - Present
7/2006 - Present
12/2011 - Present
UBS Wealth Management
5/1999 - 3/2002