We are passionate about helping you take control of your retirement money.
We help our clients take control of their retirement money. Our products and services provide our clients the freedom to use their retirement funds to finance their own business, invest in alternative investments such as real estate, private companies, private notes as well as process loans from their 401k.
Because we never hold your money nor offer you investment advice, we can focus on what we do best: providing IRS-approved retirement plans, expert plan support, and responsive and energetic customer service.
Led by an expert Attorney (Harvard Law) and seasoned Compliance Officer having over 30 years of combined experience, we are well-equipped to assist you with your self-directed retirement account needs.
Founder • Chief Operating Officer
Each day I speak with energetic entrepreneurs looking to take the plunge into a new venture and small business owners eager to take control of their retirement savings. I am passionate about helping others find their financial independence. Having worked for over 20 years with some of the top retirement account custodians and insurance companies I have a deep and extensive knowledge of the complexities of self-directed 401ks and IRAs as well as retirement plan regulations.
I attended The Ohio State University and National University. I have a BA in Business Administration. I am married, have a 6 year old boy and a 2 year old girl. I also manage my son’s T-Ball team (The Wilmington Blue Rocks).
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Principal • General Counsel
I have the privilege of educating our clients about our products and services so that they can make informed and confident decisions about their financial future.
Prior to joining My Solo 401k Financial, I served as the general counsel for a subsidiary of a Fortune 500 financial services company.
I am a proud graduate of Harvard Law School and the University of Michigan graduating with honors. I am a member in good-standing of the Michigan and Ohio bar associations. I enjoy spending time with my wife and 14-year-old daughter.
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