As Retirement Plan & Institutional Director/Advisor, Ted is responsible for design, implementation and administration of qualified and nonqualified retirement plans for business and institutional clients and their employees. With almost 20 years of industry experience, Ted has extensive knowledge of client counseling, investments, and regulations affecting retirement plans for businesses and non-profit entities.
Prior to joining JFS in 2016, Ted served as Client Service Consultant/Relationship Manager for The Standard®, where he assisted plan sponsors with the many aspects of retirement plan development, including enrollment, investment selection, and coordination with external partners.
He is a graduate of The College of William and Mary (VA), where he obtained his Bachelor’s Degree in Business Administration with concentration in Finance. Ted earned his Qualified 401(k) Administrator Designation (QKA) 2005 and his Certified Plan Fiduciary Advisor (CPFA) designation in 2011. Most recently, Ted received the Accredited Investment Fiduciary® (AIF®) designation.
Ted and his wife live in the Philadelphia metropolitan area. In his free time, you may catch Ted at the golf course, ball field, or traveling.