I was born and raised in Central Illinois. I moved to AZ in 1988 when I was almost 29 years old.  For almost 20 years I have dedicated myself to working with people approaching their retirement years helping them achieve a successful retirement. It has also been my great pleasure to work with many agents and advisors teaching and training on the retirement planning and SS planning strategies to enhance their knowledge allowing them to better assist their clients achieve successful retirement.

My goal is to help my clients protect the income that they need in retirement, so they have the income to do the things they want to do in retirement.  I also specialize in SS planning and helping build knowledge of the many options available so my client’s can make educated decisions on their claiming strategies and timing.

My father worked for 44 years at the railroad. Nine months after he retired, he had a stroke and was never able to enjoy his retirement years and the assets he worked so hard to save.  My desire is to help ensure my clients can retire when they want to and not experience shortfalls or things that might cause them to not be able to achieve their goals and dreams for their retirement years. Our desire is to make sure our clients have planned and protected themselves from some of the potential pitfalls that may occur in retirement.  At Foundational Wealth Partners our focus is on four main pillars: Guaranteed Retirement, Long-term care planning, Debt Elimination and Estate Planning,