OUR TEAM

The people behind the plan.

Meet the planners, strategists, marketers, and operators who help families turn complex retirement decisions into clear next steps.

Monica D.

Senior Financial Planner, CFP

I build retirement plans. Twelve years in financial services, most of it sitting across a table from clients, has convinced me that the technical work matters less than whether the person understands the plan well enough to stay with it in a bad year. At Becker Retirement I am the senior planner on client engagements. I build the income projections, withdrawal sequencing, and Roth conversion analysis behind our plans, and I run the review meetings where we walk through what changed and why.

Samuel Kensington

Head of Marketing

I market financial services for a living, which mostly means I write and edit a great deal and I take compliance seriously. My belief is simple. In this industry the best marketing is just good education, delivered before somebody needs it. At Becker Retirement I lead marketing. I run our education program, the blog, the newsletter, and our SMS alerts, and I own the path that takes someone from a question about Social Security timing to a complimentary discovery call.

Casey Sullivan

Head of Strategy

I am a strategy and planning professional focused on retirement and financial security. My background is in financial services, where I have worked on investment, income, and planning strategy, and I care about turning complex financial decisions into clear, confident choices for real families. Right now I lead strategy at Becker Retirement, where we build personalized retirement plans covering investment management, income planning, estate planning, and risk mitigation.

Samantha Collins

Head of Operations

I run the operational side of financial advice. Nearly two decades in brokerage and advisory operations taught me that a good plan is only as good as the process that delivers it, on time, accurately, and without the client having to chase anyone. At Becker Retirement I lead operations. I own how plans get built and delivered across the Retirement Roadmap, Retirement Partner, and Wealth and Legacy engagements, and keep the review meeting cadence on schedule.

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