My Story

I am a Co-Founder, Partner & Chief Strategy Officer of Greenspring Advisors, one of the country's most well-known retirement plan consulting firms and the 2018 PLANSPONSOR Retirement Plan Adviser of the Year (Small Team).

I am an Amazon Best Selling author of two books - 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. I am also a frequent industry speaker and have been quoted extensively in publications such as The Wall Street Journal, SmartMoney Magazine, Kiplinger’s Retirement Report, InvestmentNews, PLANADVISER, and PLANSPONSOR.

I've been named a Financial Times Top 401 Retirement Advisor on three occasions (2016-2018) and nominated for the Top 100 Most Influential People in Defined Contribution survey by 401kWire. I'm a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary®.

I'm also the creator of FeeMetri(k)s™ a web-based tool to help companies analyze, compare, and negotiate retirement plan fees.

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