My Process
I'm committed to helping you get closer to your dreams. 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.
That's why I work closely with my clients to develop innovative solutions that meet their long-term financial goals and objectives.
The greatest feature of my role is walking through life with my clients.
What can a client expect from working with me:
A genuine desire to help you achieve financial security and the desire to build a lifelong relationship across generations. My clients will never find someone who cares more than I do.
My Services
I deliver comprehensive financial security planning to individuals, families, and business owners by building tax advantaged wealth accumulation strategies that also address the short and long-term risks that can interrupt your cash flow. Conversations with my clients typically revolve around putting together a long-term financial game plan that encompasses managing investments, mitigating risk, and saving money tax efficiently.
As a career changer from the public accounting world, I built my practice by focusing on having simple brainstorming discussions regarding a clients financial future. Over time it is my goal to help clients reach well-informed decisions which will drive the efficiency of their plan. The value we bring is rooted in our continual desire to walk through life with our clients.
One of the finest parts of my job is getting a call from a client saying how thankful they are that we put a plan in place already. Our goal is to continue to build a team so we can we can impact more families and businesses in this way.
Years of Experience
I started my practice with Northwestern Mutual in 2011. Prior to this, I spent seven years as a tax accountant with Ernst & Young and Newell Rubbermaid.
Education
University of Tennessee - Accounting (Master of Science)
Milligan College - Accounting (Bachelor of Science)
Awards and Recognition
- National Association of Insurance and Financial Advisors Quality Award 2014-2015
- Award recognizing commitment to excellence in service to clients and industry
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.
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.
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
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.
