Born in New York, raised in Pennsylvania, & currently residing in New Jersey, I am a product of the Northeast. My father was a small business owner, which has really been the basis of my passion for working in the retirement plan industry & supporting those that work hard to help small business owners. After 20 years in the retirement services industry, I joined Stax.ai to work more closely with the TPA community in a role that can better address the growing number of challenges they face. My world revolves around my wife & three children (Sophie, Anna, & Charlie), so when I'm not working you will surely find me with them. We live in a small coastal town which drives a lot of our activity to be water based. Swimming, sailing, surfing, etc. (golf & lacrosse being the big land-based activities).