Simplifying Wealth Management

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.

Close up of woman in deli with two workers in background

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

Our Team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

J O

Jackie O'Donnell

Director of Advanced Financial Planning

Born and raised in Arizona, I spend my days helping successful people solve their most pressing financial needs. I am working mom, lucky wife, family first, Tucsonan that wouldn't want to call anywhere else home. I love what I do and spend my days educating and explaining options to help others have the financial literacy to achieve their goals.
S S

Sonia Spencer

Executive Assistant

Photo of Director of Client Relations Ashley Silvia

Ashley Silvia

Director of Client Relations