You work directly with us — not a junior advisor, not a call center.
I've been a fiduciary financial advisor since 1993. For more than 30 years, I've helped people make smart, confident decisions about their money — with one goal in mind: freedom.
Most of us were handed the same script growing up. Go to school. Get a job. Work for decades. Retire at 65. And one day, often sooner than expected, you look up and think —
"Is this really the plan?"
I don't believe retirement should be based on age. I believe it should be based on readiness — financially and personally.
At 48, I realized I had built a successful career that wasn't giving me the freedom I wanted. So I made a change — the same kind of change I'd been helping clients work toward for years. I sold my investment firm, stepped back, and rebuilt the practice on my own terms.
Today, I work with people across the country and right here in Boiling Springs, SC. Some clients want to sit across the desk from me at the office. Others prefer to work over video from wherever they are. Either way, what they get is the same: a fiduciary advisor who knows their situation, thinks about their whole picture, and tells them the truth.
Direct access to someone with 33 years of experience — who is legally required to put your interests first, always.
Nobody cares more about your money than you do. Let me be a close second.
Debra knows what it feels like to leave a career that became part of your identity. After nearly 20 years as an engineer in manufacturing, she made a deliberate change — trading process optimization for something more personal: helping people find their footing in retirement.
She brings a problem-solver's mindset to every client relationship. Retirement has a lot of moving parts. Debra helps make sure nothing gets missed.
She joined Eric and the Live Free practice in 2022 and is based in Boiling Springs, SC.
I seek to help people find their new identity in retirement — one that is financially secure and more fulfilling.
Start with a free 20-minute Retirement Clarity Call — in the office or over video. No pitch. No pressure. Just an honest conversation about what you actually need.
Book your Retirement Clarity Call