
My parents were excellent examples of experiencing a joyful and well-planned retirement. They enjoyed travelling and time with family and friends, had sufficient resources for their care as they aged, and left a legacy to their family and charities that were important to them. That has inspired me to help my clients think through their values and establish goals to create retirement plans that satisfy their unique situations.
I am married to Chuck Hegberg, have two adult children, a golden retriever and a black cat. We love travelling and visiting national parks. We grew up...