About me
My journey to becoming a financial advisor began in the most humble of settings – my family's truck shop. Growing up surrounded by hardworking individuals, I developed a strong work ethic and a deep appreciation for the value of money. Simultaneously, I grew a love for sports that taught me discipline and strategic thinking that would later become invaluable in my financial advising career. I also discovered a passion for investing early on, fascinated by the concept of growing wealth through thoughtful and informed decision-making, an interest that would become my professional calling.
After graduating from the University of Minnesota Duluth with a degree in Financial Markets, I swiftly embarked on my career, determined to make a difference. My ability to connect with clients and understand their individual needs allowed me to build a diverse clientele across the country. As the practice flourished, I was able to expand our team, bringing in professionals who share my dedication to excellence and ethical standards. I enjoy working with a variety of clients, including young professionals, small business owners, and retirees, focusing on personalized financial planning that aligns with their unique goals and lifestyles.
At the core of my philosophy is a genuine care for my clients' well-being. Our team continually strives to provide the highest level of service, ensuring that each client feels heard, understood, and confident in their financial journey. I believe in proactive improvement, regularly seeking new ways to enhance our services and stay ahead of industry trends. By investing in ongoing education and leveraging the latest financial technologies, my team and I are committed to not just meeting, but exceeding client expectations, ensuring they are well-prepared for whatever the future holds.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
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.
