My Journey to Compass Point

Sometimes the path you never planned becomes the one that gives you purpose.

For many years, I followed the path I thought I was supposed to follow. I worked in the corporate world, built a career, and expected that the next chapter would eventually be retirement.

Then life had other plans.

Just after turning 60, I lost my job when my company went through a corporate merger. Suddenly, I was asking myself a question I never expected to face: What comes next?

I knew I wasn’t ready to sit still. I also knew I needed to find a way to create more income and build a future with greater flexibility.

That search led me to explore online business opportunities. I learned new skills, met some truly wonderful people, and discovered that a change in direction doesn’t mean starting over. Sometimes it means building on everything you’ve already experienced.

Through those connections, I was introduced to people who opened my eyes to financial strategies I hadn’t previously understood. I began learning more about retirement planning, ways to address market risk, income strategies, and the importance of looking beyond a single account or product.

That education became personal for me. As I looked more closely at my own retirement, I was able to move my IRA into a strategy designed to provide protection from market downturns, while also receiving a bonus as part of the arrangement. It helped me see how important it is to understand the options available and ask the right questions before making financial decisions.

And as I learned more, something else became clear: I wasn’t the only one looking for answers.

So many people are approaching retirement—or already in it—wondering whether they’ve saved enough, how to make their money last, and what could happen if the market takes a downturn. Many simply don’t know what questions to ask or where to begin.

I realized I wanted to help people find direction, just as others had helped me.

That’s how Compass Point came to be.

I believe people deserve clear information, thoughtful conversations, and access to knowledgeable professionals as they explore their financial options. Retirement is not one-size-fits-all, and neither are the strategies people may consider.

My role is to help you start the conversation, understand the questions worth asking, and find a direction that makes sense for your situation.

I’m not here because I believe there is one perfect answer. I’m here because I know what it feels like to face an unexpected change and wonder what comes next.

And I believe it’s never too late to learn, ask questions, and take a fresh look at your future.

Let’s find your direction—together.