Client List


Professional and financial services industry

  • Bank of Canton, MA
  • Financial Executives International
  • Harding, Shymanski and Company
  • International Foundation of Employee Benefit Plans
  • International Society of Certified Employee Benefits Specialists
  • Merrill Lynch
  • Orange County Compensation and Benefits Association
  • Pension & Investments DC Conference
  • Royal Bank of Canada
  • Western Pension and Benefits Conference, Los Angeles Chapter.
  • Western Pension and Benefits Conference, Phoenix Chapter
  • Western Pension and Benefits Conference, Portland Chapter
  • Western Pension and Benefits, San Diego Chapter
  • Western Pension and Benefits Conference, Seattle Chapter
  • Western Pension and Benefits Conference, Annual Conference


  • AARP, National Headquarters
  • Association of Retiring Dentists
  • Forging Industry Association
  • Jonathon Club, Los Angeles
  • National Press Foundation
  • National Rural Electric Cooperatives Association
  • Northwest Compensation Forum
  • Northwest Human Resources Network
  • Organization of Women Executives, Los Angeles
  • Silicon Valley Executive Forum


  • Aegon
  • Aerospace Corporation
  • Altera
  • BNSF
  • Dean Foods
  • Ericcson
  • Esterline
  • Fred Hutchinson Cancer Research Center
  • Huntington Hospital
  • Jewish Federation Council
  • REI
  • Microsoft
  • Mitre Corporation
  • Nordstrom
  • Portland General Electric
  • Puget Sound Energy
  • Rockwell Collins
  • Sempra Energy
  • United Centers for Spiritual Living
  • University of Southern California
  • Weyerhaeuser Corporation

Multiemployer Benefit Trusts

  • IBEW Local 292, Minneapolis, Minnesota
  • IBEW Local 110, St. Paul, Minnesota
  • Motion Picture Industry Pension and Health Plans, Los Angeles, California
  • Mt. Sinai Hospital, New York, New York

  • United Scenic Artists




Books and DVDs
Speaking Engagement
Money For Life Online Planning Guide