Behind every well-run retirement plan is a mountain of data, deadlines, and detailed coordination—and
that's where Ulisses excels. As a key member of our Retirement Planning team, he works closely with plan
administrators to support the annual administration process for our clients' retirement plans. From organizing
employee census data and preparing plan documents to helping ensure compliance deadlines are met, Ulisses plays
an important role in keeping everything running smoothly behind the scenes.
With a B.S. in Human Resources Management, Ulisses brings valuable insight into the needs of plan sponsors and
understands how to make complex retirement plan administration as seamless as possible. He takes pride in helping
clients navigate the process with confidence and delivering organized, reliable support every step of the way.
Outside of work, Ulisses enjoys staying active through hiking and tennis, and he loves exploring new destinations with
his Australian Shepherd, Oakley.
*Not registered with LPL Fianancial