Serving You - To Help You Get the Most out of Life

I am focused on creating an open and honest environment that inspires and supports family-focused people to think bigger, grow exponentially, and serve others deeper. I work with high-performing self-employed business owners, medical professionals, tech and medical sales executives, and career-driven professionals in sports & entertainment in pre-retirement years to establish a roadmap and action plan for accomplishing their goals. I specialize in tax-efficient strategies, wealth accumulation and distribution, and risk management. 

Areas of Expertise

Financial Planning

Business Planning & Succession

Tax-Efficient Strategies

Investment Planning & Strategies

Retirement Planning & Income Strategies

Insurance Protection Strategies

Estate Planning

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