We are interested in taking the time to establish a long-term relationship with your understanding that financial planning is a journey.

You would like a successful partnership on this journey. We offer a proactive approach that incorporates regular check-ins to keep you on track. We stay at the cutting edge of industry developments and are constantly learning and updating our skills.

We provide expert advice. We are skilled in retirement planning with a proven process to ensure retirement income.


We work best with people who are retired, or about to retire, who understand our investment philosophy, are responsive and value professional advice

We help professionals contemplating retirement align their assets with their goals so they can feel confident in their future.

As an Enrolled Agent (EA), I have advanced training to bring a tax-focused approach to your financial situation. Taxes are one of the biggest expenses in retirement and reducing lifetime tax liability can greatly increase your chance of success.

In addition, you can expect:

• A proven process for investment decisions
• Reduced investment expenses
• Optimized social security claiming decisions
• Roth conversions when appropriate
• Tax-efficient investing
• Insurance reviews including medicare options
• Planning for charitable goals and legacies

We do more than just investments. 

There is an overwhelming amount of information available to enable you to DIY.
But the fact is, most people don’t want to. I love helping retirees navigate the maze of available options.

A CFP professional saves you time and is familiar with the issues faced by retirees. I can answer the questions you didn’t know to ask.  If you prefer spending time doing more of what you love, it makes sense to work with an advisor. I strive to provide value in excess of my fees.

You won’t have to wonder if the changing economic landscape will derail your goals. I am constantly learning and updating my skills to apply to clients’ situations.