About Us

I am a North Carolina native and work alongside my father, David, as an advisor and partner. After graduating from North Carolina at Chapel Hill I obtained my insurance license and provided life insurance planning for young parents looking for college education fund options.

Later, I had the opportunity to pursue a career utilizing my knowledge of the Research Triangle area and my complex wine palate as a wine distributor for Empire D...

David refers to me as the “go-to” person that is always here to help you. My journey to the financial industry began with a degree in marketing and computer science from Franklin University in Ohio. While at Franklin University and throughout my 20s, I also nourished my love of art and painting. One of my art classmates was Mary Ellen Withrow, treasurer of the United States from 1994-2001, and back then neither of us were focuse...

David always jokes that the Client Care Specialists are the ones who actually do the work. I handle your financial paperwork and take care of the nitty-gritty details to make sure your financial life runs smoothly. I will get on the phone with you and your financial company to ensure what you want happens and attend to any issues that may arise with your retirement plan. I am also available for service requests and questions, or even just t...

I organize our client events and retirement planning workshops and courses. I am responsible for keeping our client family connected with our newsletters, website, and through social media…so make sure to say cheese when I point the camera in your direction!

A Chicago native, I have called Wilmington home after moving here with my daughter in 1999. I have over 20 years of marketing experience in radio and at an advertising agen...

In addition to maintaining our office's Compliance records, I make certain that our office protocol is in line with Compliance rules. I am also in charge of accounting. In short, I do the critical work that no one else gets excited about. To express my creative side, I write articles about life in general and Wilmington’s history and events for our newsletter.

I have a degree in marine biology from UNCW. David and I met while wo...

As Client Concierge, I assist Susan, Amy, and the rest of our Carolina Retirement Planners team in helping our wonderful clients. I discovered that working in a busy office to be a welcome change after retiring from classroom teaching.

After leaving the cold northeast in 2008 to move to Wilmington, I embraced our warmer coastal lifestyle. When not working, you’ll find me swinging away on the tennis courts, walking the shoreline ...

A native of Raleigh, North Carolina, Deb has lived off and on in Wilmington/Wrightsville Beach area since 1979.
Deb brings our office a very diversified work history, from working on a Shrimp Boat to owning her own business. She also worked in companies such as Nationwide, Trammell Crow, CB Richard Elllis Corporate, and Kane Realty, in a variety of diverse roles, including Executive Assistant/Property Manager and Leasing Administrator....

I’m about 12 years old, and the youngest member of our team and still learning the ropes. I take my job of protecting the office very seriously, although I can still be distracted by popcorn and treats.

In my leisure time, I enjoy traveling to Dog Club of Wilmington, where I pal around with the dogs in the “big dog” area (I was placed there after Dog Club personnel discovered I sincerely believes that I’m a big...