Akeem advises fiduciaries on best practices for qualified retirement plans, providing recommendations for effective plan design and revisions, monitoring investment lineups, and offering education for groups and individuals in the plan.  He started with Alera Group as an Investment Strategist for the Retirement team and draws upon his strong financial background to make informed recommendations and develop strategies for business owners and key decision makers.  Akeem also engages in individual wealth management discussions which may pertain to assets outside the Plan.
 
Prior to joining Alera Group in 2018, Akeem worked in business development and recruitment; he also has a background in real estate valuation. He began his career as an Investment Consulting Analyst for Mercer, where he evaluated investments and conducted research for retirement and endowment plans ranging up to $6 billion.
 
Akeem, who holds Series 7, Series 66, and Life and Health insurance licenses, earned his B.A. in Business Administration from the University of Washington’s Foster School of Business. A resident of University Place, he enjoys spending time with his family, volunteering, practicing jiu-jitsu and kickboxing, and indulging in a great book.

Registered Representative with Triad Advisors, LLC.