Your Success, Our Focus: Client-Centered Financial Planning

Understanding that each individual has unique aspirations and values that drive their financial decisions, is what separates my team from the "industry standard". Our approach is centered around aligning your financial goals with what matters most to you, ensuring that every step taken is purposeful and meaningful. Whether you're planning for retirement, saving for a dream vacation, or investing for your children's education, we are here to help you create a roadmap that reflects your values and ambitions. Our passion is to guide you towards a future where your financial decisions are not just about numbers, but about living a life that truly resonates with you.

Bio

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Eli is a dedicated financial professional with a passion for helping others achieve their financial goals. As a second-generation American, he understands the value of hard work and perseverance, traits instilled in him by his father, who immigrated from American Samoa. Eli's commitment to family is evident in his relationship with his high school sweetheart, Amelia, and their son, Josiah, who are the driving forces behind his work.

Eli never planned on pursuing a career in financial services. As a teenager, he dreamed of playing in the NFL. This ambition led to scholarship offers from the Air Force Academy, KSU, and Tennesse Tech. Though life took a different turn, he attributes those experiences to teaching him the importance of discipline, teamwork, and strategic planning—skills that translate seamlessly into his financial advisory practice.

Prior to joining Northwestern, Eli honed his skills in small business consulting and non-profit work, gaining valuable insights into financial management and strategic planning. This background, combined with his personal experiences and commitment to his clients, makes Eli a trusted partner in helping individuals and families navigate their financial futures.

Our Process

I'll guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. See how we'll get it done below:

Infographic of a pyramid divided into 4 parts surrounded by circular arrows

  1. 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.

  2. 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.

  3. 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.

Eli's Areas of Expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

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, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

Newsletters

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