About me
I grew up with very "insecure" feelings around personal finances - the only person I felt somewhat comfortable asking was my father. But, being in the financial industry his whole life, the conversations felt intimidating. If I didn't understand the "jargon" immediately, I assumed it was too complicated and avoided the topic all together. Fast forward to adulthood, I had no idea what to do with my money other than avoid thinking about it - and spend it. I lost years of savings potential I won't get back, just because no one invited me to speak in language I could relate to and understand.
That is why I do what I do today. I believe the starting point of any financial conversation should be in YOUR language — about your life, your family, your priorities, and your goals.
Many of my clients are women and too often seem trapped in an "avoidance" mindset about money. My mission is to break this mindset by creating space for others to dream big through courageous conversations. Since joining Northwestern Mutual, I have been helping others feel energized, excited, and empowered about their financial future.
Clients describe our team's approach as refreshing, unique, mindful, and unlike anything they've previously experienced.
My focus in helping women and families is part of a much larger picture: this is not just about them individually, it is about creating a better, more confident world for generations to come. We all want to leave the world a better place than we found it, and a secure financial path contributes to that legacy.
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.
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.
