My Story
Thank you for taking the time to learn a bit more about me! I started my financial planning practice under Northwestern Mutual nearly six years ago. Born and raised in Alabama (Roll Tide), I moved to Indianapolis in 2015 after college graduation to pursue non-profit and leadership development work. During that time, I actually became a client of Northwestern Mutual, which inspired me to become a financial advisor and create my own planning practice. Since then, my team has grown, and we are thrilled to serve over 400 clients across the country! In my down time, I enjoy traveling with girlfriend Shannon or going to the dog park with my dogs, Buddy and Sammi.
If any of this resonates, let's connect, and I'd love to build a relationship with you.
My Professional Areas of Expertise
Regardless if you're just starting out, nearing retirement or preparing a legacy plan, we are well-equipped to help you design and implement the financial planning strategies that are aligned with your goals.
Retirement Planning & Income Strategies
Investment Planning & Strategies
Life Insurance Strategies
Disability Planning for Physicians & Dentists
Business Employee & Executive Benefits Planning
Business Planning & Succession
Education Planning & Funding