Why Comprehensive Financial Planning

I got into the world of finance because I wanted to connect with people in my community and all across the country and lead them to make the most of their financial situation. My mission is to empower people, by helping people envision and achieve their financial dream. 

Wholistic planning, tax-mitigation strategies, wealth management, and calculated insurance strategies all allow us as a team to focus on intentionality and adaptability to ensure our clients arrive well positioned for the various stages of life. Each plan is as unique as the individual, and it is the person who breathes life into the plan. I look forward to continuing this mission with you of achieving financial freedom through comprehensive planning. 

Our team’s philosophy is tailored to meet individuals and families at their path of life and enrich the foundation of what has already been establish before the next step is taken, making future aspirations a reality. Regardless of how small the step or how big the stride, no simple unit of measure can describe the value we place on the trust that our clients put in us every day by having our team in their corner no matter what walk of life they may be on.

To our clients: Thank you for allowing us to be a part of your team in life’s journey, seeing you prosper has been one of the greatest joys in this business.

To those of you who are new here, we appreciate you for the opportunity to have a role in your life.

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4