I work with a select group of people age 50+ who want their financial life coordinated as they near retirement.
What I often see is not a lack of effort, but a lack of alignment. Investments, taxes, insurance, and estate planning are handled separately, creating unnecessary risk over time.
My role is to bring those pieces together into a clear, coordinated strategy designed to protect what matters, reduce avoidable loss, and adapt as conditions change.
I hold the RICP® and FSCP® designations and an MA in Applied Economics. As a former economics professor and business owner, I take a broader approach that includes risks that are often overlooked. I do my best work with those who value clarity, coordination, and long-term thinking.
If this approach resonates, you are welcome to schedule a time to connect.
RICP® - Retirement Income Certified Professional
FSCP® - Financial Services Certified Professional
M.A. Applied Economics - Training in practical, problem-solving techniques appropriate for careers in teaching, private business, the public sector, banking, and consulting, as well as the rigorous preparation necessary for doctoral programs.