My passion for this work comes from a deeply personal place, losing my father to cancer when he was forty-nine.

Helping my mother work through the financial decisions that followed revealed something I hadn't seen before: guidance, given at the right moment, can change a life. Combined with my background in psychology, that realization led me into a career I love.

Twenty-five years and more than four thousand households later, I'm still doing the same work: helping people retire toward a life that's theirs, confident, well prepared, and free to spend the money they get to use and spend.