After my wife’s passing, two new ventures emerged.
First, I founded Retirement in Reverse to collaborate with financial advisors, insurance agents, and CPAs—helping them integrate home equity into retirement strategies through reverse mortgage solutions.
Second, I co-founded Senior Life Source with Carole Lindsey, who, like me, had walked the path of caregiving. We saw how difficult it was for families to find trusted, vetted resources. Under the guidance of Dr. Lisa Rill, our Executive Director, Senior Life Source now provides education on aging for employees, caregivers, and financial professionals seeking reliable support.
Both organizations share one purpose: to offer competent, objective advice and compassionate guidance to our community.
I continue to maintain my professional credentials and CFP® continuing education to ensure I serve with both expertise and heart.
If you or someone you know could benefit from understanding home equity solutions—or needs trusted guidance while navigating the aging journey—please reach out. Together, we can make informed choices that bring confidence, comfort, and peace of mind.
