Prior to joining XMI, I worked mostly in the accounting industry as an accounting clerk, revenue accountant, and general accountant. With an interest in finance and investing, I decided to take on a 401k administration role and have enjoyed both areas of work.
At XMI, I am the Benefits and 401k Specialist and am responsible for the day-to-day administration of benefits and the Multiple Employer 401k plan for our clients and their employees. From the benefits side, I assist with eligibility and enrollments, including but not limited to managing payroll software and various carrier websites. Administration of the Multiple Employer 401k plan consists of working closely with our third-party administrator and clients to keep the payroll software updated accordingly from new enrollments to deferral changes and distributions. I am also responsible for fielding 401k-related questions and helping new clients fill out the adoption agreements to start a 401k plan. I enjoy working closely with our clients to educate and provide relevant information so they can make informed decisions regarding their benefits and 401k.
I was born and raised in Illinois and relocated to Smyrna, Tennessee shortly after my wife, Victoria, and I got married. I graduated from Aurora University with a Bachelor’s degree in accounting and business commerce. My wife and I enjoy being outdoors, cooking, and watching sports together. In my free time I enjoy playing a round of golf.