Airline Pilots

Our team specializes in advising airline pilots from a variety of airlines. Understanding the specifics of your contract and optimizing benefits such as substantial 401k employer contributions or pensions is crucial. While these benefits are advantageous, they can also lead to increased tax liabilities without proactive planning. We recognize the inherent uncertainties in your profession and are dedicated to helping you plan effectively for the future.

Business Owners

For our business owners, we will act as the CEO of your financial plan, allowing you to focus on running your business with the confidence that your finances are being managed efficiently. We start by gathering information to understand both your personal and professional vision. Then, we collaborate with your network of professionals, including accountants and legal advisors, to ensure a comprehensive approach that supports your goals.

Military Members

With our team being comprised of either active duty or veteran military members, we understand the need for specialized retirement planning relating to TSP or pension, VA loans, and deployment concerns. We organize your financial battles so that you can continue to win the ones most important to you.

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.

Downtown Milwaukee, WI Skyline

Here are my areas of expertise

Business Planning

Business Risk Management

Business Employee & Executive Benefits Planning

Business Planning & Succession