Manassas, VA: Alliant Wealth Advisors is pleased to welcome Joe Walsh, AIF® as its senior vice president of qualified plans, and head of its qualified plan new business development team. Joe and his team help employers in the Washington, DC area and beyond implement 401(k) plans designed to meet their organizational goals and employee needs.
Prior to joining Alliant, Joe worked for several money center banks where he provided institutional clients with 401(k), investment management, pension, custody, and trustee services. Drawing from 30 years of experience as a qualified plan professional, he specializes in retirement plan design, investment management, and fiduciary training and oversight. He holds a bachelor’s degree in finance from Towson University in Maryland, and is an Accredited Investment Fiduciary and Accredited Retirement Plan Consultant.
Joe lives in Annapolis with his wife Lynn and daughter Sarah. He is a native of the Eastern Shore of Maryland, and a waterman from birth. Passionate about preserving The Shore’s rich history and environmental issues affecting the Chesapeake Bay, his philanthropic interests include the Chesapeake Bay Maritime Museum, Easton Waterfowl Festival, and Chesapeake Bay Foundation.
About Alliant Wealth Advisors
Alliant Wealth providesbetter 401(k) and 403(b) plans to help retirement plan sponsors improve their employees’ ability to build toward retirement, reduce the potential personal liability of their plan fiduciaries, and simplify plan compliance and administration.To learn more, visit https://alliant401k.com/.
John Frisch | firstname.lastname@example.org
9161 Liberia Avenue, Suite 100
Manassas, VA 20110