Professional

I believe the starting point of any financial conversation should be with you-your life, your family, your priorities and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be. 

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help in any way I can, from bringing awareness to health issues affecting children daily to shining a light on global issues and everything in-between. 

Aga Khan Foundation

The Aga Khan Foundation (AKF) makes long-term investments to break the cycle of poverty and improve the quality of life for millions of people across Asia and Africa. The Aga Khan Foundation has a presence in 18 countries globally, with implementing program units in 14 of those: Afghanistan, Egypt, India, Kenya, the Kyrgyz Republic, Madagascar, Mozambique, Pakistan, Portugal, Russia, Syria, Tajikistan, Tanzania, and Uganda.

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AKF

Aga Khan Development Network

Quality of life depends on more than income. A family might need immediate shelter or medical attention, but education, loans, physical access to markets, employment and a comfortable living environment all contribute to lasting well-being. Accordingly, AKDN takes a holistic approach to achieving sustainable improvements. We seek to meet immediate needs such as food provision and disaster rescue, while taking a long-term approach to development through projects such as building universities and green infrastructure. We address physical requirements, from bridges to latrines, as well as less tangible aspects to quality of life, such as funding research, establishing savings societies or supporting musical performances.

AKDN

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.

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Alex's Lemonade Stand logo

St. Jude Children's Research Hospital

The mission of St. Jude Children’s Research Hospital is to advance cures, and means of prevention, for pediatric catastrophic diseases through research and treatment. Consistent with the vision of our founder Danny Thomas, no child is denied treatment based on race, religion or a family's ability to pay.

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St. Jude

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.

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Beads of Courage logo

Here are my areas of expertise

Financial Planning

Tax-Efficient Strategies

Estate Planning

Business Planning & Succession

Business Risk Management

Retirement Planning & Income Strategies

Education Planning & Funding

Insurance Protection Strategies

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.

Northwestern Mutual buildings and column architecture