I am new to Charlotte but already feel at home. I have worked in the financial services industry for 16 years focusing on retirement planning.
I am currently working as a consultant for Mutual of America Financial Group focused on designing and implementing 401(k) and 403(b) plans for businesses and Non Profits. Mutual of America Uses a full bundled approach to take care of the many needs of offering a retirement plan in one package. Myself and the company take pride in being good personal and corporate citizens by giving back in various ways to the communities we reside and do business in.