Tony Papale

Dani Wrubel helped us create a retirement plan that allowed us to understand the timing of when each of us can retire and ensure that we have the proper nest egg to allow us to live a comfortable lifestyle within our means. She has guided us on the steps we needed to take over the next several years to meet our plan goals and we have made numerous changes to our retirement strategies as a result. Thanks to Dani, we are sleeping much better knowing that we have a good plan with the right level of conservatism built in.