Our Firm

I founded Targeted Retirement Strategies, LLC in 2008 after working 6 years as a financial advisor for other financial institutions and in 2015 joined Thurston Springer Financial.  Being a finacial advisor is a second career for me.  In 2002, after a successful career in the chemical industry, holding leadership positions in manufacturing, strategic planning and business management, I decided to use my experience and skills to help individuals and business owners with their financial planning needs.

I offer a wide range of financial products and services to retirees, business owners and individuals who are wanting help with their retirement income plan.  By providing sound financial advice, I believe you will be better able to identify your goals and make sound decisions to help reach them.

In addition to retirement income, if your goals include creating an estate conservation plan, or developing a distribution strategy, I am here to help.  Please call me if you have any questions about my firm or the range of financial products and services I provide.

I look forward to helping you with all of your financial planning needs.

Education
Lehigh University
    B.S. Chemical Engineering
Sloan School of Management
Massachusetts Institute of Technology
    Executive Program in Business Management