I have been actively involved in the financial industry since 1989 - helping both individual clients and employers achieve their retirement and financial planning objectives.
For the majority of my career, I was a member of the wealth management team at Sagemark Consulting/Lincoln Financial Advisors. During this time, I provided counsel to successful individuals and families on estate planning, retirement strategies, and investment management. Additionally, my team and I served corporate and not-for-profit clients, offering valuable guidance on employer-sponsored retirement plans and executive compensation matters.
In 2019, I was inspired to embark on a new journey, driven by a unique vision. I founded Symphony Retirement Partners, LLC, aiming to provide holistic retirement planning and consulting services, devoid of biases or conflicts of interest.
This independence also grants me the freedom to collaborate with professionals from various firms across the country. Leveraging their collective knowledge, experience, and support systems, I am able to deliver an even higher level of service, fully customized to meet my client's diverse needs.
Professional Industry Designations
- Accredited Investment Fiduciary (AIF®)
- Chartered Retirement Plans Specialist (CRPS®)
- Certified in Long Term Care (CLTC®)