If you have a Plan Participant with a question, just call Al.
Al has more than twenty years of experience as an investment advisor, and he uses those years of knowledge to create a Vision401k participant experience that’s focused on getting the right answers, the first time.
As a Managing Partner and Founder of Vision401k, Al leverages his expertise in investment selection for 401(k) plans, alternative investment selection (hedge funds, managed futures, and private placements) as well as portfolio management for high net worth Individuals as a member of the Investment Committee.
Prior to founding Vision401k, Al held Vice President positions with Morgan Keegan and Stephens Investment Bankers.
Education and Certifications
- BA in Economics and English at the University of Kentucky
- Awarded the Certified Financial Manager designation from Dean Witter
- Holds NASD Series 7, 63 and 65 licenses