Why me?

After over a decade in Healthcare Administration, I realized that my superpowers were not being utilized and I needed to make a big change with my life. I left my comfort zone and built a financial planning practice within the Northwestern Mutual network.  

I am a natural worrier. I am also a skilled problem solver. These 2 powers allow me to educate and support my clients with wholistic planning services. As an Advisor, my goal is to coach my clients toward Financial Security--which is wildly different for each family.

Most importantly, I lead with education and honesty and will always do what I say I am going to do.  

Works Well with Others

I'm looking for life-long relationships in my practice and the trust and transparency we build in the beginning will help us implement your plan more efficiently over time.

Are you ready for a change? Let's chat!

Retirement Planning & Income Strategies

Life Insurance Strategies

Investment Planning & Strategies

Education Planning & Funding

Disability Planning

Long-Term Care Planning

Estate Planning

Tax-Efficient Strategies