ABOUT

Your Trusted Partner in Financial Prosperity

At “Our Retirement”, we believe in a Collaborative approach to financial success between you, me and my esteemed advisors and partners/specialists. Our name reflects that commitment to working together with you, as your comfort and satisfaction in retirement are paramount requirements and goals.

As the Director at Our Retirement and after 42 years in the Financial Services Industry my desire to help people and small companies alike has not waivered, though quite the contrary. Recently, my wonderful Clients have prompted me to continue helping them on their voyages and coupled with my recent appointment with Ed Slott’s Elite Advisor Group, I am doubly blessed by the recognition that such a revered certification and resource afford me and my retirees and pre-retirees.

Together with all of my professional partnerships and my dedication to the continued discovery within this complex industry, I have now added a working relationship with the  Elite Team at Ed Slott providing me with the latest IRS tax rule changes, in-depth retirement planning strategies, estate planning techniques, and up-to-the- minute tax law guidance.    

Throughout my career I have successfully managed benefit programs for as many as 130 small American Companies at one time as well as the financial requirements of the owner/entrepreneurs regarding their retirement plan and family transfer concerns. This incredible experience exposed and prepared me for many different concerns providing me the recognition and value that only my trusted partners can provide.

Along the way I have been truly fortunate to serve my clients as an associate and office sharing advisor at venerable financial institutions at Kap Planning (AXA) and Wealth Partners, LLC. My daily experience allowed me the opportunity to learn from the brightest tax and estate planning minds in the industry. Over more than 10 years or so my daily curriculum and partnerships forged taught me countless invaluable lessons and allowed me to work with many current partners that would otherwise not have been available. I am very grateful for these relations, friends and partners.

All we ask is that you engage us in a conversation to see if we have anything in common or are compatible with helping you in your next ventures.

We look forward to hearing from you!

And as you can see from my profile picture, this final sunset of out Towers impacted all Americans. God did not see fit that I should be taken that day though a Close Business Associate (Buddy) and I were scheduled to be in the South Tower at 8:30 A M (meeting cancelled). Since that day, many neighbors, friends, and even more of Our Heroes have been taken. Leaving me thinking that He has placed me here to continue to Help People.