Joe’s reputation as a proven leader and entrepreneur within the TPA and financial services space sets the tone of building a legacy for other like-minded owners.
The growth trajectory, technology automation and attention to quality are core tenants of PPS and how Joe and his leadership team built a successful business over the last 16 years.
This is the same philosophy that Joe and the broader leadership team is using to build something of unique value within the TPA space today.
Industry Leadership
- Owner of Pension Plan Specialists, key contributor to transformational growth of a platform TPA
- NIPA President / Board of Directors
- Sales and distribution executive leader at John Hancock for 23 years within the retirement plan business line.
- Graduate of Brigham Young University
- 30+ Years Industry Experience