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.
David Shucavage
Founder, President, & Investor Advisor Representative
I am a bit different from most professionals in the retirement planning field.
In the 70s, I graduated from Cornell Engineering School and followed the expected path, working for Corning Glass and then CibaGeigy. For over 20 years, I worked in engineering and consulting, with a goal of making money for companies.
In 2001, I decided it would be more meaningful to me helping individuals and families. Since then, I have focused on retirement planning. My path from Cornell to today, gives me a different mindset, perhaps more skeptical than most others in the financial industry. As an engineer, I love numbers, and the best part of my job is working with them to create strategies with clients to help them feel more confident about their retirement.
I am an Investment Advisor Representative and insurance professional. Every person I meet has a unique set of needs, goals, and concerns, and I find it's very satisfying to tailor-make a plan for each family or individual.
I love teaching retirement workshops and courses and am a certified instructor (add credentials). For several years, I have taught retirement classes held at Brunswick County Community College and the University of North Carolina Wilmington.
My wife, Sandy, and I live in the historic district of Downtown Wilmington. We have two daughters, Samantha “Sam” and Katie. Katie lives in New York with her husband. Sam has joined the family business and is enjoying her ever-expanding role as partner and advisor. I have lots of hobbies, music, pottery, fishing and kayaking, and am on the board of Cape Fear River Watch. If you want to hear my music, come down to The Satellite on Greenfield Street some Sunday evening; I’ll be the handsome devil playing the hammered dulcimer!
Samantha “Sam”
Partner & Investment Advisor Representative
I am a North Carolina native and work alongside my father, David, as an advisor and partner. After graduating from North Carolina at Chapel Hill I obtained my insurance license and provided life insurance planning for young parents looking for college education fund options.
Later, I had the opportunity to pursue a career utilizing my knowledge of the Research Triangle area and my complex wine palate as a wine distributor for Empire Distributors. While enjoying this job and my relationships with clients, I felt something was missing. David invited me to go with him to a convention for retirement planners in Salt Lake City. At that convention I decided helping people plan for retirement was what I was meant to do. My caring nature and attention to detail has provided me with an innate ability to assist our clients with the strategies needed for a confident and comfortable retirement. I am insurance licensed and have a Series 65 License.
Outside the office, I enjoy exploring our beautiful beaches, attending concerts at Greenfield Lake, kayaking, playing disc golf and continuing my wine education. I also am refining my beer palate with my husband, Neil, a master brewer.