About Wanda

Wanda’s commitment to retirement income planning and protection is deeply personal.

After experiencing firsthand how the absence of long-term financial strategies contributed to the unintended sale of her family’s farm — the place where she grew up — Wanda became determined to help others avoid similar financial consequences. That experience shaped her belief that thoughtful planning today can protect what matters most tomorrow.

She pursued specialized education in retirement income planning and financial strategies, earning the Retirement Income Certified Professional (RICP®) and Financial Services Certified Professional (FSCP®) designations. Today, she focuses on helping clients navigate the complexities of retirement income, tax-aware planning, life insurance, and long-term care strategies.

Wanda works primarily with pre-retirees, retirees, physicians, corporate executives, business owners, women, and federal employees. She understands that each client’s situation is unique — and that successful planning requires clarity, coordination, and long-term perspective.

She is also knowledgeable in federal employee retirement systems and related benefits, helping federal employees better understand their options as they approach retirement.

Based in Louisville, Kentucky, Wanda serves clients throughout the South and Midwest region, including Ohio, Tennessee, Indiana, Kentucky, Georgia, South Carolina, and Florida, as well as federal employees in Maryland, Virginia, and Washington, DC.

Outside of her professional work, Wanda has a lifelong love of horses. She grew up riding and continues to follow the equestrian industry — including thoroughbred racing, eventing, and dressage. She also enjoys bird watching and taking long walks with her Cavalier King Charles Spaniel.