About Me
Born and raised a Colorado native, I spent most of my childhood outside and playing sports. I ventured to the state of Nebraska for college and earned degrees in Business and Economics while playing tennis for Hastings College. My athletic background taught me the value of hard work and positivity which are two values I aim to demonstrate in my daily life.
After graduating, it was time to say goodbye to the cows, corn and great people of Nebraska and head back to Colorado. Initially working in corporate finance and getting an MBA from CU Boulder, I pivoted to a career building a financial planning practice.
Within my role as a financial planner, I am committed to helping each individual and family design their best life through thoughtful and strategic planning. I take pride in forging long-term relationships built on integrity, expertise, and steadfast support. It is my intention to have clients walk away from each conversation energized and well-informed about what they need to do in order to be on track for their goals.
I now live in Castle Rock, CO surrounded by friends and family including my fiancé, Shae, and our dog Wyatt. We enjoy cooking, baking and eating great food together and I love playing tennis, golf, and ice hockey in my spare time!
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
