Who I Am
Since 2008, I have helped 100’s of federal employees successfully transition into retirement from Civil Service. My expertise includes guiding clients through completing and filing their retirement documents with the Office of Personnel Management (OPM) and providing support with their Thrift Savings Plan (TSP). I also assist with important financial decisions, Social Security questions, & death benefits, ensuring each client feels confident and supported throughout the process.
Specialization
Retired Federal Employees.
Hobbies
I have lived in England, Spain, Japan, Germany and several places in the U.S. I have been a tour guide in Europe for the 7 years that I lived there as a second job. I Love to Travel with family and friend and see the world.
My Commitment
“I take pride in walking alongside my clients through one of life’s biggest transitions, ensuring they feel supported and confident every step of the way. My commitment is to provide clear guidance and compassionate service so they can retire with peace of mind.”
Favorite Books, Mottos, Quotes
Live Every Day with Honor, Joy, and Love in your Heart!
Other Info
“What drew me to this work was the opportunity to serve and support others during a critical stage of their lives. I treat others the way I would want my father treat with Respect. Wow, to do that is so incredible. Helping others navigate through retirement decisions gives me a true sense of purpose and inspired me to take my career into the financial world.”
State: Utah (UT)
Date Joined: 10/20/2023
