About Me
I'm committed to helping you get closer to your dreams.
Hi Friends! I am a career changer post- pandemic and often ask myself why I didn't become a Financial Advisor sooner. I absolutely love helping my clients achieve financial clarity, create optionality, and build a legacy for future generations. My family, and the families of my clients, are my top priority and the reason I get up every day am so passionate about the work that my team and I do.
When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I treat others as I would want to be treated, with honesty and respect, and strive to provide you the best experience possible, for the best future possible.
My Blended Family
As a proud mom of a blended family, my experience has greatly influenced my approach as a financial advisor. I'm passionate about helping families build generational wealth, plan for education, and instill financial literacy in their children. I understand the importance of planning for different family lines due to divorce, remarriage, or loss, and I'm committed to ensuring a plan is carefully structured so that all children are provided for, and legacies are protected.
As a business owner and advisor, I focus on the importance of saving and intentional financial planning for future success. This foundation helps clients create a secure financial future for their families across different dynamics and generations.
Here are my areas of expertise
Financial Planning
Life Insurance Strategies
Multigenerational Planning
Disability Planning for Physicians & Dentists
Education Planning & Funding
Retirement Planning & Income Strategies
Tax-Efficient Strategies
Estate Planning
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:
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.
