I specialize in assisting Majors, Lieutenant Colonels, and Colonels as they flow through CGSC and the School for Command Prep Courses.  Additionally, I cater to DA Civilians and Contractors.  This is because I come from a military family and am a career Infantry officer.  I understand post-military transitions to new careers and how to answer the questions:

  • How much money do I need to save for full retirement?

  • How should I invest my TSP or 401(k)?

  • Am I able to quit working...do I have enough saved?

  • Should I enroll in the Survivor Benefits Plan?

There are few Financial Planners that understand the various intricacies of your retirement benefits, tax-free vs taxable pay, the “accidental landlord” due to PCS moves, etc…

We can meet face-to-face when you are at Fort Leavenworth, but when you PCS we meet virtually as the practice is set up to take advantage of the latest technology.