With decades of experience in financial planning, personal coaching, and purposeful living, I help high-achieving pre-retirees design a meaningful life beyond career success. As a Certified Financial Planner®, Master of Social Work, and Certified Professional Life Coach, I bring a unique blend of wisdom, faith-rooted perspective, and practical strategies to support your next chapter.

I specialize in working with individuals who want more than just a financial plan. My coaching helps clients live with purposefulness, honor, and discipline — shaping a life that reflects their deepest values.

Whether you’re preparing for retirement, seeking clarity, or hoping to build a legacy that matters, I’m here to guide you.

🔹 Creator of the Purposeful Retirement Blueprint™

🔹 Speaker, Coach & Author

🔹 Rooted in integrity. Driven by purpose. Inspired by faith.