With a background that includes multiple degrees from esteemed institutions like Duke University and a wealth of experience in retirement planning, I specialize in guiding pre-retirees and retirees through the intricacies of their financial futures.

With a background that includes multiple degrees from esteemed institutions like Duke University and a wealth of experience in retirement planning, I specialize in guiding pre-retirees and retirees through the intricacies of their financial futures.

I’m passionate about replacing traditional paychecks with income strategies that resonate on a personal level.

My weekly radio program, podcast, and videocast are platforms where I share insights on Social Security, IRAs, and strategic tax planning, helping my clients feel confident and empowered as they approach retirement.

My mission is to make retirement not just a phase in life, but a rewarding chapter filled with purpose.