Our Why

To be the go-to firm clients and potential clients trust to provide clarity and accountability to accomplish goals they could not envision tackling themselves.

Close up of baby's face with parents blurred in background

Core Values

  • Faith - As a Christian, allowing God's teachings to guide me through life and the way I serve others will always be first.
  • Trust - Working with an advisor is a big commitment, and the relationship does not work without trust in either direction.
  • Honesty - As I will always be direct and honest, I expect my clients to do the same as I am unable to help if clients are not transparent with their feelings and situation.
  • Accountability - When goals are set in someone's plan, I am accountable for giving the best advice possible as they are accountable for completing the necessary steps to accomplish it.

Areas of Expertise

Financial Planning

Retirement Planning & Income Strategies

Tax-Efficient Strategies

Business Planning & Succession

Life Insurance Strategies

Disability Planning

Education Planning & Funding

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