Fiduciary U™

At FiduciaryWorks, we build solutions like Fiduciary U™ to empower retirement fiduciaries to optimize plans.

Previously, I co-founded Greenspring Advisors (2018 PLANSPONSOR Retirement Plan Adviser of the Year, Small Team), where I founded and led the corporate retirement practice to $4.5B in assets serving 50,000 participants before launching FiduciaryWorks in 2021.

I also host the Fiduciary U™ Podcast and authored two Amazon bestsellers on retirement plan management - The Fiduciary Formula: 6 Essential Elements to Create the Perfect Corporate Retirement Plan and Fixing the 401(k): What Fiduciaries Must Know (And Do) To Help Employees Retire Successfully.

My expertise has been featured in The Wall Street Journal, Financial Advisor Magazine, and other major publications. I'm a three-time Financial Times Top 401 Retirement Advisor (2016-2018) and hold the CFP® and AIF® designations.