As a salaried team working on behalf of the North Carolina Total Retirement Plans, our role is to help NC public employees reach their retirement savings goals. We do this in many ways, including individual appointments in person and over the phone, new hire orientations, and group meetings.
Contact us today by clicking on a regional location for detailed information.
Statewide K-12 Education Specialist
Savings philosophy:
Saving regularly, diversifying when necessary and taking advantage of available educational resources are major contributors to help prepare for a more financially secure retirement.
Statewide Retiree Advocate
Savings philosophy:
As a Retiree Advocate, my commitment is to ensure that members are educated on the many decisions they will be facing as they prepare for retirement.
Capital Region
Counties
Durham, Franklin, Granville, Johnston, Sampson, Vance, Warren
Savings philosophy:
I enjoy assisting state and local government employees with understanding their options in the NC 401(k) and NC 457 Plans so they can adequately prepare for a successful retirement.
Capital-Metro Region
Capital-West Region
Counties
Chatham, Harnett, Lee, Orange, Wake—Education (K-12, charter schools, community colleges and universities)
Savings philosophy:
The most important part of my job is creating trust with an individual that ensures that they are motivated to create retirement security.
Central Region
Counties
Anson, Davidson, Hoke, Montgomery, Moore, Randolph, Richmond, Rowan, Scotland, Stanly
Savings philosophy:
Over the years, I have come to the conclusion that the biggest enemy of retirement readiness is not salary, debt or life stages; rather it is procrastination.
Mid-Atlantic Region
Counties
Beaufort, Carteret, Craven, Duplin, Jones, Lenoir, Onslow, Pamlico, Pitt
Savings philosophy:
Retirement planning entails identifying your goals, comparing them with your current situation, and formulating a plan to bridge the gap with a full understanding of your options so you can make well-informed decisions.
North Atlantic Region
Counties
Bertie, Camden, Chowan, Currituck, Dare, Edgecombe, Gates, Hertford, Hyde, Martin, Pasquotank, Perquimans, Tyrrell, Washington
Savings philosophy:
My goal is to educate you about the NC Total Retirement Plans and help you navigate a path toward retirement readiness.
Counties
Greene, Halifax, Nash, Northampton, Wayne, Wilson
Savings philosophy:
I am committed to helping you understand and best manage your North Carolina retirement plan(s) so that you can enjoy a financially secure future.
North Central Region
Counties
Alamance, Caswell, Guilford, Person, Rockingham, Stokes
Savings philosophy:
Starting early, regularly increasing, and diversifying are key components to achieving your long-term financial goals.
Northwest Region
Counties
Alexander, Alleghany, Ashe, Davie, Forsyth, Iredell, Surry, Watauga, Wilkes, Yadkin
Savings philosophy:
My role is to help you navigate the many decision points you face as you plan and prepare for a financially secure retirement. The actions you take today, shape your tomorrow.
South Central Region
Counties
Bladen, Brunswick, Columbus, Cumberland, New Hanover, Pender, Robeson
Savings philosophy:
I believe that individuals should consider balancing risk by positioning their contributions and assets according to their personalized goals, risk tolerance, and retirement time horizon.
Southwest Region
Counties
Avery, Burke, Caldwell, Catawba, Cleveland, Lincoln, Polk, Rutherford
Savings philosophy:
My goal is to not only help you start saving for retirement but also to empower you to make sound decisions that will impact your Day One of retirement and beyond.
Southwest-Metro Region
Counties
Mecklenburg (some employers), Union
Savings philosophy:
The hardest part of planning for retirement is simply getting started. I am happy to help you evaluate your plan options and find solutions to enable you to enjoy the retirement you've envisioned.
Counties
Cabarrus, Gaston, Mecklenburg (some employers)
Savings philosophy:
My goal is to ensure that you understand your retirement plan options so that we can use them to help you achieve a successful retirement.
Western Region
Counties
Buncombe, Cherokee, Clay, Graham, Haywood, Henderson, Jackson, Macon, Madison, McDowell, Mitchell, Swain, Transylvania, Yancey
Savings philosophy:
Plan your tomorrow or your tomorrow will plan you.