I help people within 10 years of retirement build a clear, confident plan for investing, insurance, and income—so they stop worrying about “Do we have enough?” and start enjoying the decade ahead.
Why this work matters to me: Money got personal for me early. After my dad passed, a small life insurance policy and “safe” CDs kept us afloat—but without real guidance, we left opportunity on the table. That experience drives my work today: plain-English advice that protects families and grows wealth with intention.
Background you can trust: Before launching my advisory practice at Savage, I spent 10+ years at Morgan Stanley (starting as an analyst) and earned my MBA from Northwestern’s Kellogg School of Management. I combine institutional experience with practical, real- world planning for soon-to-retire households.
