2025 first_quarter Filing

Income

$60K

Filed

April 21, 2025

Lobbying Activities

InsuranceView all

Issues relating to federal involvement in insurance regulation

Contacted:HOUSE OF REPRESENTATIVES, Securities & Exchange Commission (SEC), SENATE, Treasury, Dept of

Taxation/Internal Revenue CodeView all

Retirement issues, Secure 2.0 implementation Issues related to Tax Cuts & Jobs Act 2017

Contacted:SENATE, Treasury, Dept of, HOUSE OF REPRESENTATIVES

RetirementView all

Retirement issues, Secure 2.0 implementation

LISA PETO

Chief Counsel, House Financial Services Committee Majority Staff

SCOTT SHEWCRAFT

Chief of Staff, Rep. Bill Foster

mrs KENDRA KOSKO ISAACSON

Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray

BRANT IMPERATORE

Senior Counsel, House Financial Services Committee