In 2016, I was fortunate to join Kades-Margolis as a sales support professional. For the last five years, I have had the opportunity to work directly with two of Kades-Margolis’ top financial professionals. As an integral part of their business, I was able to see firsthand how overwhelming the retirement process can be and how having a dedicated professional in your corner can make a world of difference. Seeing this inspired me and gave me a real passion to help educate others on retirement planning. With my customer service background and strong understanding of the PSERS pension system, I like to take a team approach, partnering with my clients to develop a retirement plan that best suits their specific situation. In my free time, I enjoy playing golf and spending time with my wife and son.
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