We are dedicated to helping you plan for your best retirement. David Shucavage and Sam Shucavage, a father-daughter duo, work together with the Carolina Retirement Planners team in a holistic fashion to bring all aspects of your retirement into one cohesive plan. We're passionate about helping individuals and families, just like you, having the best retirement possible.
Since 2001, David has devoted his career to retirement planning. Recognizing the unique goals, values, and concerns of each individual he encounters, his mission is to craft personalized plans for each family.
Working closely with her father, Sam proudly serves as a partner and advisor at Carolina Retirement Planners. Continuing in her father's footsteps, she remains committed to guiding clients in crafting strategies tailored to their best retirement.
Mary's foremost commitment is to provide assistance wherever needed, whether it's within our team or our client family. If she doesn't have the answer, she'll find it. She's frequently the go-to person for inquires about our events and classes.
Amy is the heartbeat of our Carolina Retirement Planners family. From planning our most lively events to guiding clients through the ins and outs of attending one of our retirement classes, Amy makes sure every moment is engaging and memorable. Our clients know they can count on her for an experience that's both fun and insightful!
Kristen's time spent wearing many hats (often fashionable) within Carolina Retirement Planners alongside her assistant, has provided her the insight needed to ensure our day-to-day is running smoothly, our goals are met, and our team is taken care of.
Geri became an integral part of our team in 2022. She takes care of the calendar for everyone while extending the same heartfelt welcome for visits and phone calls that our clients have come to know, love, and appreciate.
Amber uses her light-hearted wit and cheery personality to make for an exceptional experience while she seamlessly executes and maintains our Client Family's unique retirement plans.
Since joining our team Sally has adeptly navigated our Client Family's needs by implementing and servicing their tailor-made retirement plans. All while making many of our clients feel at home with her Jersey accent.
Even without prior work experience, Donna has become a cornerstone of our team, excelling in ensuring our clients feel completely at ease as they navigate their journey.
Growing up within the business has finely tuned Tiberius' abilities, enabling him to expertly herd us through even the toughest of situations.
Yeti has been working hard at the office since 2018, proving that being deaf doesn’t stop her from staying laser-focused on the job...and true to her name, she never misses a treat break as she works toward her retirement!
In loving memory of Dogma, our youngest and most dedicated team member, who took his job of protecting the office with all the seriousness his little heart could muster—unless, of course, there was popcorn or treats involved.
Dogma's leisure time was filled with adventures, including his cherished visits to the Dog Club of Wilmington, where he confidently mingled with the big dogs, fully convinced that his small stature was just a minor detail. He also had a soft spot for Friday evening visits to the River Club with Wilmington Water Tours, where his cuteness was rewarded with plenty of cheese.
Dogma's spirit and enthusiasm brought joy to everyone around him. He will be deeply missed, but his memory will continue to bring smiles to our hearts.
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