Charting Your Financial Future, Together

Live Fully Now. Plan Confidently for What's Ahead.

We take a fresh, collaborative approach to financial planning, one that’s designed to empower physicians at every stage of their career. Instead of handing you a one-size-fits-all solution, we invite you to co-create a financial path that aligns with your vision and values.

A career in medicine brings unique financial challenges and opportunities. Whether you're just beginning your journey in residency or approaching retirement after years of service, we're here to partner with you. Our role is to help you build a strategy that’s as personalized and dynamic as your life.

We recognize that your goals go beyond numbers. That’s why we take the time to truly understand what matters most to you; professionally, personally, and financially. Together, we’ll design a plan that supports your ambitions, honors your lifestyle, and helps you make the most of today while preparing wisely for tomorrow.

Our Clients

Partners in Planning. Focused on the Future.

We thrive when working with clients who see financial planning as a partnership; people who are thoughtful about their goals and open to meaningful conversations about their future. If you’re ready to take an active role in shaping your financial life, we’re here to guide you every step of the way.

Our clients often include:

  • Physicians at every career stage—from residents launching their journey to seasoned practitioners preparing for life after medicine.
  • High-achieving professionals such as attorneys, engineers, and business leaders looking for strategies tailored to their complex lives.

Our comprehensive approach integrates every aspect of wealth planning; investments, debt management, risk protection, lifestyle planning, and more, so you can feel confident in your decisions and your direction.

What’s on Your Mind?

We help our clients navigate questions like:

  • How do we prioritize our financial decisions?
  • What’s the smartest way to tackle student or business debt?
  • Can we take that dream vacation and still stay on track for retirement?
  • How do we give ourselves permission to enjoy the money we’ve worked so hard to earn?

Wherever you’re headed, we’re here to help you move forward with clarity and confidence.

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning for Physicians & Dentists

Investment Planning & Strategies

Tax-Efficient Strategies

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

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