COO at Guideline. 15+ years in financial services and tech. PhD, Stanford. Passionate about boosting retirement savings and building a better 401(k).
Head of Retirement Consulting at Guideline. JD, UCLA Law. Certified Financial Planner™. Certified 401(k) Professional™. Previously a financial planner with focus on retirement & estate planning.
CEO and Founder of Guideline, a full-service, full-stack 401(k) plan that reduces the excessive fees eroding employees’ current day retirement savings plans. Co-founder of TaskRabbit.