As Vice President of Go-to-Market Strategy at Morningstar, I lead initiatives to empower financial advisors, recordkeepers, TPAs, and broker-dealers with fiduciary solutions. My work focuses on driving sales strategies for Morningstar’s 3(21) & 3(38) fiduciary offerings and managed accounts, ensuring scalable solutions that enhance retirement outcomes.

With over 20 years of experience in investment management, sales, and fostering key client relationships, I am committed to reducing fiduciary risk, streamlining governance, and delivering solutions rooted in Morningstar’s trusted research and fiduciary rigor. My mission is to build innovative partnerships that simplify complexity and inspire trust within the retirement industry.