Your Life. Your Goals. Your Financial Security.

I strive to provide a judgement- and pressure-free environment to discuss your financial goals without all the jargon. 

Whether you're balancing debt and savings or just trying to build smart money habits, I'll help you save for your goals while being a true partner in achieving financial security. 

A new way to educate

I began my career as a fifth grade science teacher, working as an Outward Bound instructor in the summer months. I then worked for a zipline construction company as a trainer and inspector for many years, traveling around the world and bringing my skills to new heights. 

No matter my profession, there's always been an education component. And my philosophy has always been student-focused: meeting people where they are and teaching them the things they want to learn, the way they want to be taught.

I've found that financial education is much the same. 

We don't often have access to financial education in school, but I had the privilege of getting it at home. Growing up on a farm meant diving head first into understanding how money moves, and that has informed my life in more ways than one.

My years as an educator and making connections have taught me that community is everything – and everyone deserves to have a financial plan that works for them.

If that sounds good to you, let's chat.

 

 

Helping you live your best life.

I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals.

I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.

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Get a financial plan that prioritizes your priorities.

I'll guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. See how we'll get it done below:

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  • 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

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

Boost your financial knowledge.

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