We Bend So We Don't Break

Life happens. The good, the bad, and the unexpected. And finances can feel scary - especially when life takes unexpected twists and turns. Changes in job or relationships status, and other major life events can be catalysts for restructuring. In times like these, having a financial plan is one way to feel more empowered and secure. 

In fact, holistic financial planning is one of the most impactful processes you can start today to build the life you’ve envision and beyond.

You are your greatest asset. Investing in your education, your health, and your wealth is always worth it. 

Why do clients work with me?

  • As an empath, I lead with heart. You and your priorities take center stage.
  • As a former math teacher, I make complicated things seem simple.
  • As a mom of two littles, I keep it manageable and meaningful - your plan evolves as your life stage changes.

I know our team has done its job well when you look back over the years and feel overjoyed and at peace with the life you’ve lived.

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

Get a financial plan that prioritizes your priorities.

I'll guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. See how we'll get it done below:

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  • Look at where you are today

    Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Identify where you want to go

    Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

  • Put together range of options to get you there

    Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.

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

Boost your financial knowledge.

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