As the founder of Retire Plugged In and author of the Amazon Best Seller, Retire Plugged In, I bring over 35 years of experience in helping clients navigate their retirement journeys. My credentials as a CEP®, ChFEBC℠, CFF®, CLTC®, and Master Elite IRA Advisor with the Ed Slott Group reflect my commitment to excellence in financial planning.

As the founder of Retire Plugged In and author of the Amazon Best Seller, Retire Plugged In, I bring over 35 years of experience in helping clients navigate their retirement journeys. My credentials as a CEP®, ChFEBC℠, CFF®, CLTC®, and Master Elite IRA Advisor with the Ed Slott Group reflect my commitment to excellence in financial planning. At GuidedQuest, my independent fiduciary financial planning firm, I specialize in providing tailored financial services to retirees, federal employees, and military members. My passion lies in demystifying the retirement planning process and educating individuals on essential topics, from investing and healthcare to estate and tax planning. I aim to reach those who may not have or want a financial advisor, empowering them to achieve a successful retirement on their own terms.