About Me

I'm here to help you thrive professionally, personally, and financially by understanding your unique goals and aspirations. With a passion for empowering individuals and families, my mission is to provide the knowledge and guidance needed to achieve holistic success.

Beyond just numbers, I'm deeply committed to fostering strong communities and supporting minority voices. Through volunteering and various events, I aim to make a positive impact wherever I go.  

When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.

 

Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Director of Planning Operations Michael Murray

Michael Murray

CFP®, CLU®, ChFC®, RICP®, WMCP®

Director of Planning Operations

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Annie W Hanan

Financial Planning Coordinator

I L

Imani Lugo

Sales Execution Team Associate

Photo of Sales Execution Team Associate Nicole Gratcofsky

Nicole Gratcofsky

Sales Execution Team Associate

Photo of Investment Operations Support Jolena Damore

Jolena Damore

Investment Operations Support

Photo of Investment Operations Support Jacob DeForest Davis

Jacob DeForest Davis

CFP®, ChFC®, CLU®

Investment Operations Support

J S

Justin Scotto

Investment Operations Associate

Photo of Director of Operations Kaitlin May

Kaitlin May

Director of Operations

Photo of Talent Acquisition Manager Mikayla Rafferty

Mikayla Rafferty

Talent Acquisition Manager

Get to know my dedicated Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Photo of Growth and Development Director Nicolas Pasquale DeLorenzo

Nicolas Pasquale DeLorenzo

Growth and Development Director

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Beads of Courage logo

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline