David brings over 2 decades of invaluable hands-on experience in all aspects of Retirement Plan Services. David also maintains and develops CEP Consultants Inc.’s values in the marketplace.
Before joining CEP Consultants Inc., David progressed to Director of Operations with a national consulting firm. In this role, David was responsible for the firm’s operations, new business development, vendor relationships, and staff development.
David has evolved CEP Consultants Inc. into an efficient and reputable customer-centric operation. He has provided a strong, creative, and flexible vision, helping the organization grow broadening service offerings.