Personal

I reside in Asheville, NC and Hilton Head, SC with husband, Donald, two dogs and a cat.

Professional

After 28 years in teaching, writing, research and university administration, I joined the Asheville office of Northwestern Mutual.

Since joining Northwestern Mutual, I have worked in the areas of recruiting and training of new associates (1996-1998) and as a long-term care specialist since 1999.

My belief in long-term care planning stems from personal experience. My mother was my father's caregiver for eight years. In the early years, she was forced to give up her career and by the time my father died, she had given up her life.

During the years in which she had made her ultimate sacrifice for him, she gave me a gift of love. She purchased a long-term care insurance policy on herself so that I, her child, would never have to become her caregiver.

Through this experience, I learned how long-term care planning makes a difference in our lives by providing us with the financial ability to make choices and control our own care needs. We can select the kind of care that is most appropriate for our families and ourselves at home, in assisted living, or in a nursing facility. If my father had planned for long-term care, my mother could have likely continued to pursue her career with the assurance that he was receiving quality care at home.

My goal is to help others select the appropriate long-term care program for themselves and their families. Through this gift of love, they can maintain choice and control for themselves and allow their families to pursue their own goals and dreams.

Professional Development

Background

  • 28 year career in teaching, research and university administration
  • Professor and administrative at University of North Carolina at Asheville, 1978-1996
  • Author of 15 books in fields of education and literature

Recipient

  • Long-Term Care Leader, Northwestern Long Term Care Insurance Company (2000, 2001, 2002, 2003, 2004)

Awards and Recognition

  • Million Dollar Round Table Qualifying/Life Member (2005-2011)
    • MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT.
  • Women in Insurance & Financial Services (WIFS)

Years of Experience

Representing Northwestern Mutual since 1996.

Education

  • Florida State University - Management of Education Sys. (Doctor of Philosophy)
  • Southern Connecticut State University - English (Masters of Science)
  • Bethany College - Communications/English (Bachelor of Arts)
     
     
     
     

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.

Alex's Lemonade Stand logo

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.

Beads of Courage logo

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.

Downtown Milwaukee, WI Skyline