About Me

I’m a boomer – born in 1954 – I offer the tapestry below to give you confidence in the information we post on our blog.

My Bio: I grew up in a tight knit family, the 2nd eldest of six children. Early childhood was steeped in Air Force traditions and the camaraderie of military life. Eight millimeter home movies captured the love I felt growing up.

After the military, our family moved to a small town in Alabama.

My school years were filled with Country, Community, and Church. We recited the Pledge of Allegiance and bowed our heads for prayer during athletic events.

In Junior High, I experienced the upheaval of the Vietnam War and Civil Rights marches. Evening news was filled with reports of body counts, marches, riots, and assignations. The drama was unsettling but a small town offered refuge from the war and social unrest.

In 1972, I entered college not quite sure what I was supposed to be doing. With the guidance of my mother, four years later I graduated with a degree in nursing and moved anywhere for a more exciting life.

Anywhere was Michigan and like many 23 year olds I started out with a big ego. I wanted respect and responsibility so my nursing career started with drama in the ICU. After a year, I became restless and moved to another hospital and another city.

I tried to reconcile nursing and medicine; to find my place in the healthcare system but my restlessness continued. Eventually, I threw in the towel on my nursing career and then the epiphany came that changed my life.

Thanksgiving – 1981 – while sitting with my mother-in-law and complaining about my nursing career she looked at me and said, “If I were a nurse, I would be so proud”. At that moment, my eyes were opened and I felt empowered.

In 1983, I started a Home Health Care Agency and was very successful. Eventually, I sold the business and needed a new role. In 1989 I began working as Geriatric Care Manager but decided a master’s degree in nursing would provide more opportunity.

I graduated in 1993 and moved to Georgia to practice as a Geriatric Nurse Practitioner. When my mother was diagnosed with breast cancer, I returned to Alabama to help her navigate the healthcare maze and become her caregiver.

During that year, I was a family caregiver, professional caregiver and financial planning assistant. Similarities in financial planning and nursing intrigued me so I develop a program to help families plan for later life security.

Eventually, I obtained the certifications needed for comprehensive financial planning, and today, I work with families to Plan for the-Personal and Financial-Impact of Aging and Chronic Conditions.