David Shucavage Founder, President, & Investor Advisor Representative

I am a bit different from most professionals in the retirement planning field.

In the 70s, I graduated from Cornell Engineering School and followed the expected path, working for Corning Glass and then CibaGeigy. For over 20 years, I worked in engineering and consulting, with a goal of making money for companies.

In 2001, I decided it would be more meaningful to me helping individuals and families. Since then, I have focused on ...

Samantha “Sam”

Samantha “Sam” Partner & Investment Advisor Representative

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...


Brenda Client Care Specialist

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...

Amy Director of Client Fun

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...


Sandy Compliance & Accounting

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...

Mary Client Concierge

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 sh...

Kristen Client Care Specialist

I am a small-town girl from what has been jokingly considered the “wrong coast”. I come from coastal Northern Oregon, where the movie “The Goonies” was filmed. Wilmington became my home in October of 2020 after taking a few weeks to drive across the country. I quickly fell in love with the beaches, the people, and the rich history of the area. Not to mention the sunshine! If there is an...

Jamison Client Care Specialist

As a Client Care Specialist, I assist all our clients with their day-to-day needs. I found a passion for working in financial services during college and I enjoy taking on new, challenging task.

Born in Durham, I’m a North Carolina native and a graduate of the University of North Carolina at Wilmington. When I am not working, I love to spend time surfing, bike riding, reading (I’m in forever journey seeking the treasure of...


Jessica Director of First Impressions

I must admit, I was born at a very young age on a beach in New Jersey. My mother was a turtle and my father, a crab which explains my love of the water. I remained in that beach town until the age of 26 when I moved to Wilmington to finish my degree at UNCW. Being new to the area and not a native southerner, I am glad I found such a nice&...

Dogma Security Guard

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...

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