Terri McGray is the founder and president of Longevity Capital Management LLC, the Retire Right company. With over thirty years of experience, excellence isn’t just a goal—it’s the standard at Longevity Capital Management LLC. Terri and her highly specialized team don’t just help clients aim for retirement success; they redefine it. Their focus is sharp, their mission clear: to make retirement the pinnacle of one’s financial journey. Leveraging cutting-edge strategies and state-of-the-art technology, they deliver a unique holistic financial planning integrated with dynamic portfolio management to expertly guide CPAs and other busy professionals transition into retirement.

Mrs. McGray is more than a leader; she’s a champion of retirement success. As an educator, author of Retire Ready, and a sought-after speaker, she has taken the stage at the LA Accounting & Finance Show, CA HR Professional Conference, and numerous other prestigious venues across the U.S., addressing the national retirement crisis and the real challenges of achieving retirement success and solutions to drive positive outcomes.