Helping You Live Your Best Life, Build Wealth, Legacy and Freedom

I believe the starting point of any financial conversation should begin with you—your life, your family, your priorities, and your goals. I partner with professionals, business owners, and families who are ready to break generational cycles, elevate their lifestyle, and build lasting wealth. 

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Build a Financial Plan That Reflects What Matters Most to You

No matter your starting point or story, you deserve a strategy that’s built around your values, your goals, and your next big move. I work with ambitious professionals, entrepreneurs, and legacy-minded individuals who want more than just quick wins—they want long-term security, confidence, and control.

With confident guidance every step of the way, you can feel more confident in pursuing the things you’ve always dreamed of—without second-guessing whether it’s possible.

Here’s how we’ll make it happen:

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  • Look at where you are today

    Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Identify where you want to go

    Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

  • Put together range of options to get you there

    Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.

Here are My Areas of Expertise

Financial Planning

Life Insurance Strategies

Insurance Protection Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

Boost Your Financial Knowledge.

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, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4