About

President

As a Retirement Income Certified Professional®, I focus on retirement and financial education and how to get the most bang for your retirement buck. As an educator, I provide information to help people make sound financial decisions. I’ve been offering in person classes for over 10 years. I am a proud veteran of the USAF, having served across the US and abroad, including a tour in Baghdad.

Morale Officer

We lost Shadow, Moral Officer, in December 2023 due to congenital heart failure. His sassy attitude and love of chasing squirrels will be truly missed.