Financial Planner

• Apr 2014 - Present

Lodestar Financial Planning provides advice-only, hourly, as-needed financial planning, and consultative services. We partner with individuals, couples, families, and small business owners. We provide objective, fee-only financial advice, and coaching in these areas: * Broad-based Financial Planning * Retirement planning * Federal Employee benefits * Military benefits * Special Needs Planning * Investment advice * Estate planning * Tax Planning * Second opinions While we work with a broad range of clients, we specialize in working with: * Active and retired military members * Federal employees * Families with Special Needs Children * Dual-income professional couples We are proudly affiliated with the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), the Garrett Planning Network (GPN), the Academy of Special Needs Planners, and the Fee-Only Network. Investment advisor representative of and investment advisory services offered through Garrett Investment Advisors, LLC, a fee-only SEC-registered investment advisor. Tel: (910) FEE-ONLY. Lodestar Financial Planning may offer investment advisory services in the State of Colorado and, in other jurisdictions, where exempted. Show less

Investment Advisor Representative

• Apr 2014 - Present

Investment Advisor Representative of and investment advisory service offered through CGN Advisors, LLC a fee-only SEC-registered investment advisor. Tel: (910) FEE-ONLY. Lodestar Financial Planning may offer investment advisory services in the State of Colorado and in jurisdictions where exempted. Investment Advisor Representative of and investment advisory service offered through CGN Advisors, LLC a fee-only SEC-registered investment advisor. Tel: (910) FEE-ONLY. Lodestar Financial Planning may offer investment advisory services in the State of Colorado and in jurisdictions where exempted.

Certified Financial Planner at Lodestar Financial Planning

• Dec 2020 - Present

Financial Advisor and Principal

• 2002 - Mar 2014

Pilot, Maintenance Officer, WTI, Operations Officer, Executive Officer, Commanding Officer

• May 1978 - Aug 2002

Senior Policy Analyst

• Aug 1999 - Jul 2002

Advise the Commander of U.S. SPACECOM on matters relating to National Counter-Space Policy and Computer Network Defense. Advise the Commander of U.S. SPACECOM on matters relating to National Counter-Space Policy and Computer Network Defense.