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Professional Affiliations

American Institute of Certified Public Accountants

Virginia Society of Certified Public Accountants

Virginia State Bar

The American Society of Pension Professionals & Actuaries

Financial Literacy Brain Teasers

How literate are you when it comes to financial matters for you or your company? Here’s a fun, Jeopardy-style quiz to help you find out, and learn. Check back often for more quizzes!

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Professional Affiliations

Answer 1:
Working Beyond Retirement

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Answer 2:
Automatic Enrollment

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Answer 3:
Top Heavy 401(k) Plan

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