About

As an independent consultant, I specialize in helping companies evaluate and select 3(21) and 3(38) Retirement Plan Investment Advisors through a transparent, conflict-free Request for Proposal (RFP) process. This method ensures that your plan’s advisor delivers all essential services at fair and competitive fees. My mission, and the mission of Painted Wall Consulting, is to protect the financial well-being of both employers and employees while enabling Investment Committee members to fulfill their fiduciary duties. through ongoing advisor oversight. With extensive experience in the group retirement plan industry since 1995, I hold an MBA from CU Denver and the Accredited Investment Fiduciary® (AIF®) and Professional Plan Consultant® (PPC®) designations.

While based in Colorado, my virtual service model enables me to support clients nationwide and globally.

I chose the name Painted Wall Consulting because I am inspired by the Dragon Point Overlook of the Painted Wall in Black Canyon National Park. The ancient rock formations, including Precambrian gneiss and various igneous intrusions, symbolize the foundational nature of fiduciary duty within investment committees. Just as these diverse geological elements come together, so too do the unique perspectives of committee members. By integrating these fiduciary insights, we enhance retirement plan success and improve participant outcomes.