Bio

'If you can't explain it simply, you don't understand it well enough.'' This is my client service philosophy when acting as outside ERISA and Executive Compensation counsel to over 25 publicly traded companies, dozens of governmental entities and hundreds of other clients nationwide. As legal counsel to several of the nation's top-ranked College Savings, Prepaid Tuition and ABLE programs, I play a small part in helping families across the country save for college and other expenses. My clients include Employee Stock Ownership Plans, Taft- Hartley Boards of Trustees, and other ERISA fiduciaries. I also serve as an independent fiduciary on select engagements. Specialties: ERISA, employee benefits, executive compensation, fiduciary governance, investments and tax.