My Mission

My partner, Chad Van Geenhoven, CFP®, ChFC®, and I have a process that we follow; it allows us to stay on track with our clients and prospects.

Our comprehensive financial planning process encompasses both current and future goals, as well as generational planning for the entire family. Our tenure and expertise allow us to discover and address areas that our clients may not always immediately think of. 

We provide solutions utilizing insurance and investment products through Northwestern Mutual.  We convey a sense of security by helping our clients to effectively and efficiently implement their plans and see their goals accomplished.

Our clients feel very comfortable with us because we are caring, proactive and responsive to their needs.  

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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

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