I spent 15 years as an active-duty United States Marine Officer (USMC) before becoming a DoD contractor—and then a financial planner specializing in federal retirement. That path taught me: what it's like to step out of federal service and into financial independence. I know what it's like to ...more

I spent 15 years as an active-duty United States Marine Officer (USMC) before becoming a DoD contractor—and then a financial planner specializing in federal retirement. That path taught me: what it's like to step out of federal service and into financial independence. I know what it's like to have structure, predictability, and a mission-focused career. And I know what happens when that structure disappears and you're responsible for coordinating pension timing, TSP withdrawals, FEHB elections, Social Security, and taxes—with no manual and no room for error. Why I Chose to Serve Federal Employees: When I became a financial planner, I worked with executives, business owners, and families at different stages of wealth. Over time, I saw that federal employees face a unique challenge—a fragmented advisory landscape where critical retirement decisions aren’t coordinated. I watched smart, accomplished people making irreversible decisions without guidance. People who'd spent 30 years serving the public, now trying to piece together retirement from checklists and product pitches. That didn't sit right with me. So I built ALNA Wealth Management to serve federal employees preparing for retirement. Not because it's easier—because you deserve someone who understands both the career you've built and the retirement you've earned. WHAT I DO: I help federal employees within 5 years of retirement (or recently retired) build comprehensive strategies that coordinate: 1. FERS pension and Survivor Benefit Plan elections that can't be undone 2. TSP withdrawal strategies that minimize lifetime taxes and avoid IRMAA 3. FEHB and Medicare integration 4. Social Security timing 5. Investment portfolios beyond the five TSP funds 6. Risk management and legacy protection for your spouse MY CREDENTIALS: CFP® (Certified Financial Planner™) | Enrolled Agent (IRS Tax Specialist) | AIF® (Accredited Investment Fiduciary) | MBA + Systems Engineering | Formerly Active USMC Officer (15 years) WHY WORK WITH ME: Because I've been where you are. I understand the federal system you're leaving, the transition you're making, and the decisions that can't be reversed. You need someone who's lived both sides of this transition. If you're preparing for retirement and want guidance from someone who's navigated this path themselves, let's connect. 📧 lamont@alnawealth.com 🌐 alnawealth.com Investment Advisory Services are offered through Mariner Independent Advisor Network (MIAN), a SEC Registered Investment Adviser. Alna Wealth Management and MIAN are not affiliated entities.less