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Understanding Family Money Dynamics
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Mission, Vision, Values
My mission is to empower families by providing comprehensive and personalized financial advice that goes beyond numbers, fostering impactful relationships and supporting clients in achieving their personal, professional, and financial aspirations through calculated planning.
My vision is to be recognized as a trusted advisor who not only guides clients towards financial success but also enriches their lives by nurturing meaningful connections and supporting their journey towards a secure and fulfilling future.
Values:
Setting Myself Apart
I take the difficult concepts and break them down for you in the simplest way for the clearest understanding to better help you long-term. I have a passion for helping my clients achieve their personal, professional, and financial goals with calculated planning.
My Commitment
I'm committed to staying consistent and walking with you through every step of your financial journey.
My Expertise
Financial Planning
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Estate Planning
Tax-Efficient Strategies
Business Employee & Executive Benefits 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, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4