A More Thoughtful Way to Plan for Retirement

Retirement planning today is more complex than it has ever been. Between Medicare decisions, market uncertainty, and the need for reliable income, many people approaching retirement feel overwhelmed and unsure where to turn.

I chose to focus my career on helping individuals and couples prepare for retirement in a way that prioritizes clarity, protection, and peace of mind. Rather than managing investments or chasing market performance, my work centers on education and coordination, helping people understand how their income, healthcare, and risk exposure fit together.

Through years of working closely with retirees, I’ve seen how confusing and stressful these decisions can feel when they’re handled in isolation. My goal is to simplify the process, answer questions in plain language, and help clients make informed choices that support long-term confidence in retirement.

Education First. Pressure Never.

Every relationship begins with education. I believe retirement decisions should be made with a clear understanding of options, trade-offs, and long-term impact — not rushed or driven by fear.

I do not manage investment portfolios or provide securities advice. Instead, I specialize in insurance-based retirement strategies, Medicare planning, and income coordination. This allows me to focus on the areas of retirement where guarantees, stability, and protection can make the greatest difference.

My role is to help clients:

  • Understand which income sources are guaranteed and which are not

  • Identify where market risk still exists in retirement

  • Coordinate healthcare decisions with income planning

  • Use insurance solutions to reduce uncertainty and protect spouses

I work best with individuals and couples who value stability, clear guidance, and thoughtful planning over speculation or short-term performance.

I work with individuals and couples throughout Greenville, South Carolina, and surrounding communities who are preparing for or already in retirement.

I am a licensed insurance professional and Medicare specialist. I do not provide investment, tax, or legal advice and do not manage securities or investment portfolios. Insurance products, including annuities, may include surrender charges and are subject to the claims-paying ability of the issuing carrier.

Experience You Can Trust

I am a licensed insurance broker and Medicare specialist with a dedicated focus on retirement planning. I also hold the RSSA® (Registered Social Security Analyst) designation, which allows me to educate clients on Social Security strategies and how claiming decisions impact long-term income.

My practice is intentionally focused on:

  • Medicare and healthcare planning

  • Retirement income education

  • Principal protection strategies

  • Guaranteed lifetime income solutions

  • Survivor and long-term care planning