As a Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, and #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, I share my over 2 decades of experience by helping retirees or soon-to-be retirees understand how to make wise choices and see ALL of their options regarding their retirement plans.

If I sound passionate about helping my clients plan for a Safe Money Retirement®, it's because I AM. This is what you've worked your whole life for. I want you to have ALL the facts so you can make the best decision for you and your family.

You need to know you can create an income that will never stop no matter how long you or your spouse live and that you can get market-like gains without the market-like losses.

I am originally from Orlando, FL and currently live and have my office in the beautiful foothills of the Great Smoky Mountains in Johnson City, TN.