Professional

Through education, leadership and activism, I'm committed to helping create stronger financial security for the people in our community. I believe deeply in the power of creating generational change by helping others protect their families and navigating the retirement space. Beyond my work as a financial advisor, I take an active role in our community and support a number of organizations that align with my personal values.

Lending a hand in my community.

With a belief that we change the world one community at a time, here are a few of the local organizations that I support: 

Baranicik Foundation

Their mission is to make a meaningful difference in the areas of education, humanitarian causes, arts and culture, environment, and medical research in Sarasota and beyond.

Visit partner website

Emerge Sarasota

Emerge Sarasota is a 501c(3) non-profit organization designed to connect like-minded, BIPCO young professionals in the area. Emerge will provide young professionals—ages 25-40— with educational, professional, and personal development opportunities all while building lasting relationships with members and the local community.

Visit partner website

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

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