About Me

I have always committed myself to being a public servant. Throughout my degrees in public policy, I imagined a career where I could be of aid to my communities. Here at Northwestern Mutual, I am reinforcing my values through honest connection with clients. 

Outside of work you can find me on the tennis courts, reading a good fantasy book, playing a video game or two, and playing [albeit very poorly] my guitar. Most of these things I do in central park - my backyard. 

I am an active MSU and NYU alumni as well. Go Green and Go Violets!

 

Helping you live your most authentic life.

The starting point of any financial conversation should be centered around you - your goals, family, and life. My practice and I believe in fostering open connections and dialogues with our clients in order to assist them achieve their financial goals. 

Close up of Mother and Daughter on Daughter's graduation day

Financial planning that prioritizes you.

The process is tailored to you; I'll guide you through the steps in order to feel confident that you can achieve your goals. See how we'll work together to get it done below: 

 

Close up of multi-generational family laughing

  1. 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.

  2. 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.

  3. 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.

My areas of expertise

Financial Planning

Education Planning & Funding

Insurance Protection Strategies

Life Insurance Strategies

Disability Planning

Retirement Planning & Income Strategies

Business Planning & Succession

Business Planning

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, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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