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.

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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

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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