About me
I was born and raised in Montana, a state most famous for its natural beauty. I learned from a young age what hard work meant. I grew up on our family farm, so a strong work ethic, morals, and consistency are embedded in me. Growing up in a small town left me curious and hungry to experience more, a new lifestyle. I took a leap of faith and left my home state. When I left Montana I decided to commit my skillsets and passion to supporting others. I make retirement dreams come true by creating financial plans that support my client’s long-term goals, hopes, and wishes.
I lost my brother to cancer and it hit our family hard, it is never easy losing a loved one. Losing my brother put a lot into perspective for me. We had a financial plan in place, and it gave us the space to focus on giving him the celebration he deserved. I have first-hand experience of how tender and tough of a topic this is. My goal is to support you and your family. From a young age, I’ve always enjoyed helping others because I care about the well-being of others. Guidance from the right person can make all the difference in decisions life presents us with.
I have the capacity to help you create the security you deserve and the peace of mind that having a plan provides. I’m passionate about building strong connections with my clients, I see them as my extended family and value connecting with them regularly. I genuinely want to see you live a life where you feel stable and financially prepared. I’ve seen firsthand the benefits a plan can bring. I also truly understand the emotions that come along with this type of planning. I lead with compassion and empathy during the entire process because that is what I would’ve needed. You deserve to know your family will be taken care of through the financial hardship. You deserve to live in the now and feel secure about the future.
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.
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
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.
