It is my mission to help Retirees and Pre-Retirees attain financial freedom. Protecting their assets to create dependable income that will last for as long as they live while avoiding excessive and unnecessary risks. As a Certified Financial Planner™ and Federal Retirement Consultant with 30 plus years in the financial industry, I am able to help clients articulate their goals for retirement income, asset preservation, and legacy. I enjoy building and maintaining long-lasting relationships with my clients and their families. I understand federal retirement benefits and options. I am licensed to do business in 40 plus states. I have a consultative, transparent, no cost approach, putting clients at ease.

Personally, I love watching my two teenagers, Jane and Dean, play sports. I like “hanging out, grilling, listening to tunes. If not there, you can catch me at any “Jam Band” show, in any town.

I really enjoy working remotely. Meeting all kinds of people, and hearing their stories.

No matter where you are located, together we will find solutions unique to you, for your peace of mind, and “easy” retirement.

I look forward to meeting you.