Cheryl Robertson, JD – President and Founder

Cheryl graduated from Northeastern University with a Bachelor of Science degree in Criminal Justice. She received her J.D. from Roger Williams University School of Law, where she was proud to have served as Managing Editor of the Roger Williams University Law Review and was pleased to have been selected as a member of Who’s Who in American Colleges and Universities. Upon graduation, Cheryl began her legal career as an Associate with a labor and employment firm in Boston, Massachusetts and subsequently opened a private practice in Providence, Rhode Island. Cheryl stepped away from the practice of law upon the birth of her first child and stayed home for the next 10 years raising what grew to be her delightful family of five children.

Upon returning to the workforce, Cheryl took the steps necessary to become a licensed financial services professional and quickly realized the vast majority of current and prospective retirees did not have access to the advice and resources required to make an educated decision on, what in most cases, will prove to be one of the most critical financial decisions they’ll ever make; when and how to claim Social Security retirement benefits. To that end, she utilized her finely honed legal skills to research, design and author an educational platform to do just that: provide advisors with the information, tools, skills and ongoing support they need to become experts in building retirement income plans founded on the guarantees of Social Security. In 2013, the Corporation for Social Security Claiming Strategies was formed and one year later, A Comprehensive Guide to Social Security Retirement Benefits and Social Security Claiming Strategies was launched endeavoring to provide advisors with the knowledge necessary to advise clients on the intricacies of the Social Security system and teach them to utilize that information as the foundation for retirement income plans sustainable throughout their client’s lifetime and beyond.

In addition to being a Bar admitted attorney, Cheryl holds her MA life and health insurance licenses. In her spare time Cheryl enjoys spending time with her family and cheering on her beloved New England Patriots.

 

Stephanie Burkland – Lead Social Security Expert

Stephanie Burkland has worked in the Social Security claims arena for over 35 years. Her first 25 years were spent as an award winning Social Security Administration claims representative earning sixteen “Recognition of Contribution” awards, four “Superior Performance” awards, one “Special Act of Service” award and regularly recognized by her superiors as, “a motivating influence to other Social Security Administration employees!”

After her distinguished career with the Social Security Administration, Stephanie worked as a Social Security benefits advocate for numerous private sector firms. Once again, Stephanie’s performance was exceptional as evidenced by the numerous awards and recognition she received from her corporate and individual clients. These awards include the prestigious “Extra Mile” award given by the Mental Health Association of Westchester, New York.

In addition to the recognition she received for her advocacy work by her clients and even while working in the private section, Stephanie was also recognized by the Social Security Administration for her efforts to expose a systemic flaw in the claims paying procedures for certain beneficiaries. Her work resulted in a NATIONWIDE refresher training of all Social Security Administration payment center benefit analysts.

As an award winning, front line, hands-on, Social Security expert, Stephanie is uniquely qualified to lead our in-house team of experts in their efforts to meet the ongoing needs of our membership.