What do I do?I’ve helped hundreds of individuals and businesses build retirement plans customized to their unique needs.How am I different? Over the past 25 years we’ve developed and refined a process designed to answer the question most people are asking – “Will I be able to retire on my terms?” Our process goes well beyond investment management to address key components of the planning process including:• An assessment of the viability of your planned retirement date• Recommendations for optimizing guaranteed sources of income such as pensions and social security• Healthcare and long term care planning• Strategies to generate tax-efficient income in retirement• Modeling what-if scenarios to address the unexpectedWhy should we work together?I’m not new at this. I’ve been helping professionals create a retirement road map long before it was fashionable. I strive to stay on the cutting edge of the retirement discussion by attending industry conferences, reading industry experts and speaking and posting on the topic.Who do I work with?Professionals nearing retirement age. Those seeking an answer to the question of WHEN and HOW they can retire.We also work with businesses that desire a best-in-class retirement plan, fiduciary assistance and employees they wish to be potentially “retirement ready”.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.compassfinancialgrp.com.

Worked with professionals interested in planning for retirement and local/regional businesses interested in developing effective retirement programs for their employees.

Served at Ft. Bragg with the 82nd Airborne Division, 3/505 Parachute Infantry Regiment and the 3rd Battalion, 75th Ranger Regiment at Ft. Benning GA.