Helping you live your best life.

My mission is to empower my clients to identify and actualize their financial goals. With non-negotiable integrity and a commitment to serve, I help my clients build flexible, scalable, and goal-driven plans to ensure financial security and empowerment.

–Haven Mastenbrook

Close up of woman in deli with two workers in background

Take the First Step: Create a Plan

Passion for helping others and commitment to building relationships are at the core of my practice. That translates to value for my clients.

Even amongst highly educated people, many have never gotten a sound grounding in financial concepts and strategies. Financial planning should be a seamless, empowering, exciting adventure. But, for many Americans, it is daunting and rarely at the top of their priority list. We know it is vital to make your money work for you. We know there are significant consequences to not prioritizing this conversation. Yet most find a way to stay stuck in a pattern of procrastination.

“It's just not the right time.”
“Let's talk after the Holidays.”
“I'm so slammed at work and don't have the bandwidth.”

What could be more important than optimizing the dollars you work so hard every day to earn?

My Process

I start my process with an introductory meeting where I learn about you, your current financial picture, your goals, and your needs. I aim to understand where you've been, where you are now, where you want to go, and most importantly, why. I construct a comprehensive plan that addresses gaps in your current planning and includes tailored recommendations to help you achieve your goals.

I take a holistic planning approach to cultivate my client relationships and become your trusted advisor. I help you become financially secure by matching your needs with innovative solutions using world-class insurance services and internationally recognized investment products. I can help to demystify the complexity around the financial markets, mentoring my clients - especially women, LGBTQ+, diverse communities, activists, entrepreneurs, and creatives - to help you create the economic security you have always desired so you can live your best life.

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

Boost your financial knowledge.