Before taking over Empowered Retirement, Inc., Asta worked for top firms in the industry, including Merrill Lynch, Dreyfus Financial, Ryan Beck and Columbia Bank Investment Services. She received her CERTIFIED FINANCIAL PLANNER™ designation in 2001 and later received the Enrolled Agent (EA) certification, earning the privilege to represent taxpayers before the IRS. Her rigorous preparation uniquely enables her to serve clients in tax planning in preparation for, and throughout, retirement.
Asta dedicates her time to helping clients realize their retirement dreams. She recommends individualized solutions, organization techniques and tax-saving strategies to help clients achieve optimal results, offering personalized, high-touch service. Asta follows through on her promises, which leads to deep and meaningful relationships with her clients that span decades and multiple generations. Her integrity guides her decisions and advice for clients.
Our Partners
Empowered Retirement, Inc is a proud member of Buckingham Strategic Partners, an active community of more than 135 independent wealth management firms throughout the United States. Every member of BSP shares our fiduciary pledge to act in their clients’ best interests and help investors and their families take control of their financial futures. Collectively, Buckingham Strategic Partners firms manage over $36.49 billion in collective assets as of September 30, 2020.
Buckingham Strategic Partners gives us extensive back office support and access to advisors, investment analysts, operations experts, practice management coaches, and national thought leaders. With this support, we can focus on working directly with you and helping you achieve your financial goals.
While BSP provides depth of resources, we will always provide personal, one-on-one service to you as a single point of contact. We are personally familiar with each family we serve.