He is currently serves as Director, Strategic Relationships at Archetype Advisors, LLC™.
Archetype Advisors, LLC™ is a financial planning-based practice engaged in an exclusive joint business relationship with PricewaterhouseCoopers. Archetype® & PwC work to develop extensive forensic financial planning, guidance and advice, normally afforded to the ultra-affluent. The Archetype advisory team implements the Financial Blueprint® and maintains this financial plan quarter-over-quarter as a fee-only Registered Investment Advisor. Archetype is also engaged in a joint business relationship with Align Financial Services to ensure compliance in business qualified plan offerings. This relationship offers strategic synergies for 401k management and attempts to eliminate any conflicts of interest between owners and plan participants.