A Life in Motion

---

At 73, I haven’t slowed down much—and that’s by choice.  Over the years, I’ve worn many hats: commercial real estate broker, financial advisor, lifelong athlete, and now creator of Retirementeering™. I’ve called Pennsylvania, New Jersey, Florida, and Colorado home, but no matter the location, I’ve stayed curious, active, and in constant motion.  I graduated from Rollins College with a Bachelor’s in psychology and haven’t stopped learning since. For the past 30 years, I’ve been immersed in financial services—insurance, stock brokerage, portfolio management, equity trading, retirement planning, and Medicare brokerage. Before that, two decades in commercial real estate. Through it all, one lesson stands out: having a solid plan matters more than ever.  That’s why I’m here—to help you build one that keeps you moving forward.

(Golf in the Adirondacks) 

I was a prep school All-American swimmer, competed in tennis and squash, windsurfed and surfed, shot sporting clays and 5-Stand, and fished from the Atlantic to the Gulf to the Rockies. I've skied and golfed for sixty years, and for the past thirty, I've thrown myself into road biking—across flatlands, up mountain passes, and through the occasional crash.  There have been injuries, tough breaks, and setbacks along the way, but staying in shape and remaining engaged has pulled me through every time. Those experiences have shaped how I live today, and they give me real insight into helping you build an active, deliberate, purposeful life—no matter your age.

(Costa Rica Surf Trip)

Retirementeering™ is built around staying sharp, staying fit, staying engaged, and building a life with enough freedom and stability to keep doing the things you love—on your own terms.  If you're seeking guidance on health, fitness, income, or making the most of your retirement years, I may be able to help. I'm here to share what I've learned over the decades—and what I'm still learning every day—because this chapter of life isn't about winding down.  It's about continuing to show up for everything that's still ahead!

(Skiing at Loveland)