Financial Planning That Fits Your Story.

You work hard. You care deeply. And you want a financial plan that honors both.

At its best, financial planning isn’t about products or pressure, it’s about listening first, then building a path that fits your life, your values, and your goals. That’s what I’m here for.

Whether you’re saving for your child’s future, preparing for retirement, or navigating life’s uncertainties, I meet you where you are—with curiosity, not assumptions—and guide you with honesty, education, and care.

Because planning your financial future shouldn’t feel overwhelming or out of reach.

It should feel like relief. Clarity. Progress. Trust.

PLAN

What We Plan, Together.

Financial planning isn’t one-size-fits-all—it’s about building a life that works for you, now and in the future. Together, we’ll create a strategy rooted in your goals, values, and the story you’re writing.

✔ Tax Efficiency That Works for You: Smart strategies to help you keep more of what you earn and minimize unnecessary surprises.

✔ Values-Aligned Wealth Building: Custom investment approaches designed to reflect what matters to you, from growth to global impact.

✔ Protection That Brings Peace of Mind: Risk management solutions that protect the people and priorities you hold close.

✔ Legacy Planning with Heart: Helping you build and pass on wealth with intention, clarity, and care.

✔ Work-Life Balance Built In: Your plan should support the rhythm of your life, not interrupt it.

Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.

A Process That Fits Your Life.

Here’s what working together actually looks like, a thoughtful path forward.

 

Step 1: Start with a Conversation

We’ll begin with a relaxed, judgment-free meeting to get to know each other. I want to hear your story, your values, and what’s keeping you up at night. 

Step 2: Build Your Personalized Plan

Together, we’ll create a plan that aligns your money with what matters to you! Covering everything from cash flow and protection to education, investing, and retirement.

Step 3: Adjust as Life Changes

As your life evolves, your plan will too. I’ll be there to revisit, refine, and keep everything aligned with your goals, because financial planning should grow with you.

Let’s take the first step, on your terms.

Conversation

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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