My Mission

My mission is to empower families, young professionals, entrepreneurs, and women at all stages of life with the knowledge and tools to achieve their financial goals. I am dedicated to providing personalized financial planning and investment strategies that reflect each client’s unique needs and aspirations. With a commitment to integrity, transparency, and a client-first approach, I strive to build lasting relationships and guide our clients—especially women navigating career transitions, family planning, and retirement—toward financial security and success.

My family

Your Financial Journey: How We'll Get It Done

We’ll start with a comprehensive discussion to understand your current financial situation, goals, and concerns, and then set clear, actionable financial goals that align with your aspirations. I’ll create a customized financial plan tailored to your unique needs, covering budgeting, saving, investing, and risk management. We’ll put this plan into action by selecting the right investment strategies and financial products, and I’ll provide continuous support and regular reviews to ensure your plan remains on track and adapts to any changes in your life or goals. Throughout the process, I’ll educate you on financial concepts and strategies, empowering you to make informed decisions with confidence. By following these steps, we’ll work together to build a secure and prosperous financial future, giving you the freedom to pursue your dreams without hesitation.

Pk and JK horses

  • 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

Business Planning

Tax-Efficient Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Multigenerational Planning

Long-Term Care Planning

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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, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4