Sr. Retirement Coach

With his strong background in the financial services industry, Lonnie understands the challenges many face when planning for retirement. He believes that helping clients take ownership of their decisions is the first step toward reaching their specific financial goals. His approach emphasizes the importance of proactive decision-making and its positive impact on one's overall financial situation.

Lonnie looks forward to sharing innovative strategies to help his clients achieve their financial objectives. Federal employee benefits can often be confusing and difficult to interpret. However, Lonnie excels at empowering clients to make informed decisions that will help them achieve their desired goals when transitioning into retirement. He can help you address critical financial questions such as how to minimize taxes and ensure your life insurance is working effectively. 

Lonnie and his wife like to travel the U.S. He loves spending time with family, fly fishing and hiking. Lonnie also enjoys playing tennis and golf.