Life in Motion

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At 73, I haven’t slowed down much, 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 lived in Pennsylvania, New Jersey, Florida, and Colorado, and no matter where I’ve been, I’ve remained curious, active, and in motion.I graduated from Rollins College with a Bachelors in psychology and haven’t stopped learning since. I’ve now been in financial services for 30 years working in insurance, stock brokerage, portfolio management, equity trading, retirement planning, and Medicare. Before that it was two decades in commercial real estate. I know how markets move, how people think, and how important it is to have a plan, mentally, financially, and physically.

(Golf in the Adirondacks) 

If there has been a constant in my life, it is movement. I was a prep school All-American swimmer, played competitive tennis and squash, windsurfed, surfed, shot sporting clays and 5-Stand, and fished from the Atlantic to the Gulf to the Rockies. I’ve skied and golfed for six decades and for the past 30 years, I’ve poured my energy into road biking, through flatlands, mountain roads, and the occasional crash.  I’ve had sports injuries, tough breaks, and setbacks but staying in shape and engaged has helped me recover again and again. Those experiences haven’t just shaped how I live; they’ve shaped how I can  help you plan and live your own version of an active, deliberate and purposeful life.

(Costa Rica Surf Trip)

Retirementeering™ is a mindset. It’s about staying sharp, staying fit, staying engaged, and building a life with enough freedom and stability to keep doing the things you love, on your terms. If you’re looking for guidance on how to do that, with your health, your fitness, your income or your retirement years, I may be able to help. I’m here to offer what I’ve learned, and what I continue learning every day because this chapter of life isn’t about winding down.

It’s about continuing to show up for what’s still ahead!

(My brother at Loveland)