Charlie Ehrenfried
CFP®, CLU, ChFC, RICP, CASL, BPC, NSSA
Owner & Wealth Management Advisor
As the owner and lead Wealth Management Advisor at Retirement Matters, Charlie is a devoted CERTIFIED FINANCIAL PLANNER™ professional and National Social Security Advisor with decades of experience in helping his clients achieve their goals in retirement. He feels his greatest talent as an advisor is his ability to help clients get the most out of their income in retirement, while navigating and avoiding risks, such as market volatility.
Kim Kinsey
Client Service,
Notary
Kim is a dynamic client service agent and our office administrator at Retirement Matters, where she is passionate about providing each and every client with friendly service and her can-do attitude. Her responsibilities include managing our application processes and tracking business, as well as scheduling and assisting clients at our reception desk.
Elizabeth “Liz” Austin
Client Service &
Marketing
As a paraplanner, client support agent, and lead marketer, Liz has established herself as a crucial member of our team at Retirement Matters. Her extensive experience in the financial industry, positive approach to her work, and willingness to do anything our team needs has made her invaluable to both Retirement Matters and our clients.
Diana Hooker
Tax Preparer
Diana Hooker prepares tax returns for our clients at a reduced fee. Diana graduated from University of the Cumberlands (then Cumberland College) with a Bachelor of Science in Business with an area of concentration in accounting. She is an accomplished accountant with over 20 years of experience in the financial field.
Kim Krebs-Murnane
Licensed Medicare Agent &
Medicare BackOffice
Though not officially a member of our team at Retirement Matters, we work closely with Kim at Medicare BackOffice to help meet our clients’ insurance needs and we’ve grown to rely on her knowledge and experience. She shares our belief that the best way to serve clients is by getting to know them and their needs, and by always putting their best interests first.