My Philosophy and Principles

The financial world can be overly complex and noisy, but it does not have to be.

I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.

We use a principled, decision-making framework so that together we can arrive at the plan that delivers you and your family security, efficiency, and flexibility. 

4 Key Principles
1. Long Term Compounding
2. Tax Efficiency
3. Sequence of Return- Never Sell Your Best Assets During Downturn
4. Risk Management 

When all our decisions are viewed through this 30,000-foot view, we can arrive at rational and logical conclusions. 

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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, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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