Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Welcome! Listening to and understanding your needs is important to me; it’s how I best serve you. Would you like advice and planning tools tailored to your specific retirement needs? You deserve a retirement specialist, not a generalist, product salesperson, or just an investment advisor. A retirement specialist can address all the moving parts and complexities of your specific retirement needs, putting them all together so you feel comfortable and confident in your retirement plan… so you can sleep well at night. I specialize in Social Security and Retirement Income planning. Preparing for retirement is quite different from the years of saving and investing you’ve done throughout your working life. Now, you need to provide a safe and reliable income for yourselves, make the right Social Security filing decisions, choose the right Medicare plans, allocate funds for fun and recreational spending, take care of healthcare and long-term care expenses, plan for any legacy desires such as leaving money to loved ones or charities, minimize taxes, and ensure you can safely manage your investments to live the way you want for as long as you live… which may be a very long time. Most people want to feel safe and confident in their retirement income plan and sleep well at night regardless of what happens to the economy, their life plans, or their health. Fee-Based Retirement Income Planning! Complete Transparency. Comprehensive, Holistic, Values-Based Planning. I offer professional fiduciary advice tailored to your individual needs, a written retirement income plan, Social Security planning, transparent pricing, ongoing coaching and education, and access to the best financial and retirement planning tools available. Improving your life and relationship with money, and your ability to thrive in retirement, matters to me. I am by your side as your trusted advisor for life’s financial decisi