About Carolina Retirement Planners

When my father invited me to join our family business, I didn’t hesitate. I was excited for the opportunity to have a positive impact — like he’s had — on the lives of so many families. He has always demonstrated the importance of being a lifelong learner, having a strong work ethic, and acting with sincerity and kindness. I’m also immensely grateful for the many years of financial knowledge he has shared with ...

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...

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 anything anyone knows about the P...

In the words of Bruce Springsteen, I was born in the USA, in the beautiful garden state of New Jersey. I moved to North Carolina in 2018 with my husband and love the rejuvenation of beach therapy. There is nothing I enjoy more than my toes in the sand, sun on my face and the sound of the waves in my ears.

Our two adult children live in the Charlotte area but come down for a visit and little vitamin D often. We are big “foo...

As a Client Care Specialist, I am here for YOU!
I have almost 15 years of experience in customer service ranging from the food industry to patient care. I love getting to know new people and making new friends. My friends and family all know that when I’m around, we’re having fun!

I am originally from Chesapeake, VA where I attended ODU and received my bachelor’s degree in biology. I have a love for the en...

I’m a New Jersey native where I lived most of my life with my parents and seven siblings. Coming from a large family I was fortunate to always be surrounded by laughter, fun and chaos! The decision to move away from my family wasn’t an easy one, but I wanted to get away from the snowy winters and bundling up in my parka.
I believe life is about helping people and my heart always led me to help others in my careers. I spen...

In loving memory of Dogma, our youngest and most dedicated team member, who took his job of protecting the office with all the seriousness his little heart could muster—unless, of course, there was popcorn or treats involved.

Dogma's leisure time was filled with adventures, including his cherished visits to the Dog Club of Wilmington, where he confidently mingled with the big dogs, fully convinced that his small stature was...