Who Am I? What do I do?

IMPACT! This 6 letter word sums up what led me to the financial services industry. In this role, I am constantly presented with the opportunity to make an impact on my client's financial futures. Feeling the pressure of finances that don't seem to add up, we're going through a budget to determine cash flow. I'm assisting with laying the groundwork for a long-term plan with the younger client that hasn't quite made it to their forever career. Young professionals that have experienced an increase in income but aren't quite sure what to do next, are benefiting from the structure we can provide. We are creating a path to success for that client in the twilight of their career but are concerned with what retirement will look like for them. 

I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that focus on what is important to you. I strive to provide you the best experience possible. Don't hesitate to schedule a meeting, your future depends on it!

 

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

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