Who I work with, what I believe, and why I ask different questions
I'm not a product pusher. I'm a retirement guide. For many people, retirement planning feels like a sales pitch—complete with charts, products, and a checklist. But your life isn't a spreadsheet. It's a story. And I believe the next chapter should be your best one yet.
That's why I focus on retirement income planning built on honest conversations, the kind that uncover not just what you have, but what matters most.
Clients often tell me: “No one ever asked me that before.” To me, that means we're doing this right.
With calm, clear guidance, I will help you:
This isn't “wealth management.” It's life-centered planning for purpose-driven people.
In short, I'm a retirement income planner focused on outcomes, not products. I help thoughtful retirees and near-retirees turn their portfolios into purpose and build income strategies that support the life they want to live.
