Our Team

Tim began his career in Financial Planning in 1993. His firm, Retirement Matters, is a Holistic (Comprehensive) Planning company with a focus on helping those age 55 and over prepare to live their Dreams in Retirement.

Charlie began his career in financial planning in 2006 and has experience in sales, operations, and financial planning.  His greatest value is helping clients maximize their income in retirement while navigating the risks...

Elizabeth (or Liz as she likes to be called) has worked in Financial Services since 2007. She has experience in trading, operations, and financial planning. Liz will work directly with Tim in preparing financial plans for our clients.

Diane began working in the Financial and Insurance industries in 2007. She has established an excellent rapport with our clients, and she ensures that any questions, requests and potential issues are handled promptly and efficiently. 

Diana graduated from University of the Cumberland with a Bachelor of Science in Business with a concentration in Accounting. Diana is an accomplished accountant and financial planner with over 20 years of experience in the financial field.

Kim joined the Medicare BackOffice team in 2018 and has stayed busy helping clients meet their insurance needs ever since. She is currently licensed in all 50 states and the District of Columbia. As part of the team at Medicare...