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Taking Parental Leave Without Falling Behind
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It is our mission to educate my high net worth clients on the benefits of life insurance as part of a tax-leveraged strategy. Whether you already have wealth to preserve or are looking to the future, I can help with a well-thought-out insurance contract.
Through this process, I develop enduring relationships with my clients that are designed to be collaborative, thorough and generational.
It has been my passion over the past 30+ years to bring solutions to client's financial problems and concerns. I am affiliated with and joined Northwestern Mutual in 1988.
With my broad spectrum of clients throughout the United States, I have learned that anyone of any wealth potential can maximize the efficiency of his or her finances with a carefully calculated plan.
In addition to my many state insurance licenses, I hold Series 6 and 63 licenses. I am a registered wealth management advisor with Northwestern Mutual Investment Services LLC, a member of the Northwestern Mutual Forum, which is the recognition of the highest level of productivity and excellence, in 2003 and 2005-2023. and the Million Dollar Round Table (MDRT) from 2000, 2002-2006, 2008-2018. I also was recognized in the top 10 advisors in the Central Region in January 2018; the Central Region consists of over 2,500 advisors. I was also a Lives Leader in 2021.
When not serving others and my clients, I enjoy spending time with my family and friends.
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4