Specialties
About Me
My career, spanning roles as a stockbroker, small business owner, and teacher, has always centered on finance and helping others succeed.
This path led me to specialize in retirement planning, earning my Retirement Income Certified Professional (RICP) designation. I created this practice to offer dedicated, advice-only support, free from long-term commitments or asset-based fees. My passion is empowering you with knowledge and exploring creative solutions, ensuring you're an active participant in shaping your financial future. Having navigated my own family's evolving life stages, I know firsthand that retirement planning is an adaptive journey, not a one-time event.
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
RICP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Verify This Advisor
Disclosures
Retirement Planning Partner LLC (RPP) does not sell information about current or former clients to third parties, nor is it our practice to disclose such information to third parties unless requested to do so by a client or client representative or, if necessary, in order to process a transaction, service an account or as permitted by law. Additionally, we may share information with outside companies that perform administrative services for us. However, our contractual arrangements with these service providers require them to treat your information as confidential. In order to protect your personal information, we maintain physical, electronic and procedural safeguards to protect your personal information. Our Privacy Policy restricts the use of client information and requires that it be held in strict confidence. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.