Helping you live your best life.

A good financial plan should be tailored to you - your life, your loved ones, your priorities, and your goals. That's why we start our process with a deep conversation centered around you. From there, we will design a detailed financial plan using multiple strategies specifically designed to help you accomplish what's most important to you. 

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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

I work primarily with professionals in the tech industry, veterinary and legal fields and small business owners. I'm passionate about helping women and minorities, and anyone who is working to make our world a better place for all. Our team has a broad range of experience and expertise, and we would love to meet with you and see if we would be a good fit to work with you.

Financial Planning

Insurance Protection Strategies

Business Planning

Charitable Planning

Retirement Planning & Income Strategies

Education Planning & Funding

Tax-Efficient Strategies

Multigenerational Planning

Boost your financial knowledge.

Making sense of the financial world is hard - there are so many things to understand and consider. We have resources to help you understand the markets, plan for big financial decisions and get through the toughest events. If you don't see the info you need, just reach out.

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