Retirement is one of the biggest financial decisions you’ll ever make. The choices you make about your pension, TSP, Social Security, Medicare, and health insurance will affect you for decades.

I help federal employees organize those decisions into a clear retirement plan so they can retire with more confidence and fewer surprises down the road. Believe it or not, saving and investing for retirement is the easy part. Making your money last as long as you live requires specialized skills and training.

As a Fiduciary Advisor and Retirement Income Certified Professional (RICP®), as well as a certified trainer for the Federation of Federal Employees Benefits Advisors, federal retirement planning is my specialty.

You wouldn’t go to your family doctor for open heart surgery. You’d likely find a specialist; a surgeon with extensive training and experience treating your specific issue. My practice focuses on FERS and CSRS pensions, TSP planning, Social Security timing, Medicare decisions, and retirement income and tax strategies.

My connection to federal retirement is personal. As the spouse of a retired federal agent, I have seen firsthand how confusing the retirement process can be. I understand the questions, concerns, and decisions many families face as they move from a paycheck to retirement income.

Over the years, our team has guided thousands of federal employees from dozens of agencies into retirement. My goal is simple: to help you understand your options, avoid common retirement planning mistakes, and retire with greater clarity and confidence.

When I’m not working with clients, you’ll usually find me on the golf course, at a lacrosse game cheering on my son Shine, or serving alongside my husband Eddy in our local church and community.