Experience

Since 1984, Gerald has provided retirement plan strategies to industries ranging from professional services to manufacturing, and from one-person firms to organizations with over 1,500 employees. His scope of services has taken him from plan design through annual administration to the plan termination process. Gerald combines his strong technical skills with a solid set of communication skills to deliver the high level of service needed in today’s business environment. In 2010, Gerald was voted by the DCP Institute as one of 300 Most Influential Advisors in the Defined Contribution Market. In 2011, Gerald was voted by The 401k Wire as one of the 60 Most Influential Advisors in the Defined Contribution Market. He has been quoted extensively in the news media, including Financial Advisor Magazine, US News & World Report, and Investment News.

Prior to joining Rehmann Retirement Builders, Gerald worked in the tax department of Rehmann and practiced extensively in the Federal Tax area.

Gerald has earned his designations as a Certified Public Accountant, a Certified Employee Benefit Specialist, Accredited Investment Fiduciary Analyst™ and Certified 401(k) Professional. He holds an Accident, Health and Life Insurance license and is an Investment Advisor Representative.

Advisory services offered through Rehmann Financial, a Registered Investment Advisor. Fixed and/or Traditional Insurance Services offered through Rehmann Insurance Group. Rehmann Insurance Group is not affiliated with Royal Alliance Associates, Inc or registered as a broker-dealer or investment advisor.