Benefits/Rewards/HR Compliance, Consulting & Planning SME

Current Roles/Responsibilities: 

- Of Counsel, Koehler Fitzgerald LLC, member aequum LLC

- Independent Rewards/Benefits/HR Consulting

- ERISA Advisory Council, Employee Benefits Security Administration, Department of Labor

- Presbyterian Church USA Board of Pensions

- National Financial Educators Council, Ohio Advisory Council

Past Experience:

- Research/Intellectual Capital/Content American Retirement Association

- Executive Director Plan Sponsor Council of America

- Consulting/Compliance Attorney WTW

-  Associate Vice President Benefits Planning Nationwide

Past Board/Trustee Experience:

-  Benefits Advisory Board W@W 

-  American Benefits Council

-  Council on Employee Benefits

-  Corporate Board IFEBP

Education/Certification/License:

- LLM, Employee Benefits, with honors; JD; MBA; BBA, Business Economics

- Certified Employee Benefits Specialist

- Member, Ohio Bar

Recognition:

- Individual: 401k Champion, CFED Innovative Idea, Business Insurance Benefit Manager of the Year

- Team: NBGH, Healthy Lifestyles, Platinum

-  Corporate: C. Everett Koop Health Project, PlanSponsor.com Plan Sponsor of the Year