I’m Chris, your retirement strategist.

I’m a Gen X-er in the same boat you are — planning my own retirement while caring for parents and kids. After a 30-year career in risk, I retired early and made this my second act: helping people turn what they’ve saved into a retirement that lasts.

My Story — Gen X Girl, Caught in the Squeeze →

Is this you?

A big nest egg feels safe. But are you safe from retirement risks?

A lot of my fellow Gen X-ers feel set — they’ve got a large 401k balance, maybe a pension, maybe an inheritance on the way. And that’s a great position to be in.

But a big balance isn’t the same as a plan. There’s a tight balancing act to being efficient with those assets — coordinating them the right way to maximize your income and minimize your taxes. If you’ve got the savings but not the strategy, that’s exactly who I help best.

What is a retirement strategist?

It’s about specialization.

Think of your advisor like your primary care doctor — essential to living well. A retirement strategist is more like a specialty physician.

Your advisor is focused on helping you save for retirement. I’m focused on retirement strategy — protecting your nest egg and shielding you from retirement income risk, so you can feel truly confident about retiring. I’m not here to replace your advisor. I’m here for the next part.

Pension & income coordination

Social Security timing

The tax implications of your 401k

Your retirement income timeline

My story

The retirement squeeze? I’m in it too.

I’m a Gen X-er, part of the sandwich generation — managing aging parents, still supporting college-age and adult kids, and trying to plan my own retirement all at once. I know that pressure firsthand, because I live it too.

I was given the same advice a lot of people get — “max out your 401k” — and I did, mostly to get my company match, which was the right thing to do at the time. But now I’ve got a tax bomb waiting on me, just like many of my clients. I joke that the IRS is very excited about our retirement plan.

The difference is, early on I started developing my own retirement plan and pivoted my savings strategy. I was able to retire early from a 30+ year career in risk and compliance — but I always knew this would be my second act. So I brought that same expertise here: finding the gaps and fixing what’s broken. Because the shift from saving your money to living on it is its own phase, with its own risks. That’s the part I help with.

Let’s talk

Let’s see if we’re a good fit.

Whether you’re 5–7 years from retirement or already 3–5 years in, let’s spend 15 minutes getting to know each other. No pitch, no pressure — just an honest conversation.

Book a 15-minute call →

No pitch. No pressure. No obligation.