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Retired or Planning for Retirement?

RETIRE SUCCESSFULLY

INVEST
PROPERLY

REDUCE
TAXES

PARTNER WITH AV WEALTH ADVISORS

Client Centered

As a senior executive at TIAA for the last 13 years, I specialized in retirement planning and led work to help millions of Americans plan for a successful retirement.

I will bring that experience and expertise to help you with your retirement planning journey.

As your advisor, I will always act in your best interest and provide answers to your financial questions in plain English. So you can make informed decisions about your financial future.

This website will walk you through the no-cost, no-obligation Discovery Process that will show you exactly  how I can help you plan for a successful retirement and reach your financial goals.

Let’s get started together.