It is hard to get to know someone on a web page, but hopefully, after reading this you will see my passion for helping others. From early on in my life, I have served others.

As a counselor at Camp Sea Gull, a YMCA camp, to setting up nonprofit pensions, to providing free education on retirement planning, a constant thread runs through my life—to put others first.

For most of my professional life, I have worked in retirement planning. I have been a financial advisor, had my own Registered Investment Advisory firm and created a Retirement Education company.

Click on a link below to read media featuring Retirement Resource Management.

                   Healthcare Sharing Ministries                                          Prepare for Retirement as a Freelancer                                 Wealth Management for the Rest of Us

           Rebuild Your Nest Egg After Divorce                                                      Social Security Snares                                                Saving the House for Ailing Elderly Clients

To help you understand my background here are a few of the highlights:


    • Expert on Social Security optimization

    • 10 years training financial advisors on Social Security

    • National speaker on Social Security optimization and asset integration

    • Quoted in National and regional publications such as USA Today, Fox Business News and Money Magazine

    • Educator on Retirement Planning, Long-Term Care and Healthcare

    • 27 years of experience as a financial advisor




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