About

I have been in the financial services industry for over 30 years, with over 18 of those as a Certified Financial Planner™. As a CFP®, I am a fiduciary, meaning that I must always put my client's needs first. Throughout my career, I have been involved in many different aspects of retirement planning. I began setting up 403(b) accounts for non-profits, and eventually ran my own Registered Investment Firm. As many of my clients neared retirement age, I realized that there was a gap in retirement planning. Because of this gap, many retirees did not realize how important Social Security, Taxes, and Long-Term Care were to their retirement. This is when I began providing education on these topics. Since then, I have evolved my practice to focus on those three areas. I leave investing assets to others and choose to focus on where my knowledge has made me an expert in the field.

Are you prepared for retirement? Let's find out! Utilizing cutting-edge software, I can provide you with a retirement score that shows you just how prepared you are for retirement. If you aren't satisfied with your score, I will work with you to improve it, ensuring you can have the retirement of your dreams! Click here to get started!