About me
Making connections and helping individuals, families, and the community grow has always been a core component of my beliefs. Now I "get to" have the opportunity to continue with the same passion helping to educate and grow individuals' financial security. Beginning my career in education, I can recall the first time I noticed a student had learned a new concept that I had taught to him/her. At this point, I knew helping others grow and succeed was one of my core values that I would continue to build and maintain as an individual. The same concept occurs when meeting with an individual or family for the first time. They are putting their trust in you which involves a great amount of responsibility, but a responsibility I look forward to each time I meet with an individual or family.
One of my main goals is to help and educate individuals so they can go from, "I hope to..." to "I now know I can..." with the help and support of our phenomenal team and the vast array of resources Northwestern Mutual offers to help protect and grow what matters most to them. The benefit and importance of financial education continues to be a valuable asset to the growth of individuals. The best part is, we can and will be there every step of the way!
The sooner we can discuss "I hope to" the sooner we are able to find solutions to move into the "I get to" stage of their lives. Again, it all begins with trust and relationships between one another. The more trust is built, the better opportunity we have to provide the necessary resources for individuals to learn and grow to their greatest potential. We will continue to work hard so each individual has the opportunity to have a one of a kind, personalized experience that allows them to spread their understanding to others integrating the relationships we have built over the years, and to embrace that we will be someone that can be trusted with some of, if not the most, difficult decisions in our lives.
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.
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.
