You’ve spent a lifetime helping others. Now it’s time for someone to help you!
As a fiduciary financial advisor and former trauma nurse, I specialize in helping Nurses, Physicians, Therapists, and Techs like you retire with peace of mind. Let’s simplify the big decisions: consolidating old 401(k) and 403(b) accounts, how to minimize taxes, when to start Social Security, Medicare planning, and knowing when to retire.
As a former healthcare worker in emergency care, hospice, and nursing homes, I understand the challenges you face. Now, as a financial advisor, I help healthcare professionals navigate retirement with calm, practical guidance. If you want a guide who speaks your language, you’re in the right place.
Healthcare workers need more than a generic retirement plan. Unique challenges—like shift work, travel nursing, hospital pensions, 403(b) rollover traps, and burnout—require a tailored approach. We get it, because we’ve been there. Your plan should be built differently—just like your career has been.
Stay up to date with videos, blog posts, and educational content. Explore topics like market trends, Social Security changes, new tax strategies—plus how they affect your retirement plan. As you approach retirement, this section offers clear, relevant insights to help you stay ahead.
Just like a good medical diagnosis, your financial plan should be clear, accurate, and personalized. We’ll examine your unique situation, identify potential risks, and give you a straightforward plan so you can retire with confidence.
Schedule a complimentary meeting to review your financial health. No pressure, no jargon—just clear answers and a plan you can feel confident about.
