My Mission

Mission Statement:

To empower individuals and families with the financial clarity, protection, and foresight they need to navigate life’s most difficult moments, ensuring that no one ever has to face the devastating consequences of financial unpreparedness like my family once did.

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

My Vision & My Values

Vision Statement:

To build a future where families are financially secure for generations to come—where wealth is intentionally planned, legacies are preserved, and every client feels empowered to turn their vision into a reality through purposeful financial planning.

Core Values

  1. Empowered by Empathy:

I bring energy and optimism to every conversation—rooted in empathy, inspired by possibility. I focus on real solutions that help clients in every stage of their financial journey, from protection to growth to legacy.

  1. Legacy Planning:

I help clients build a financial shield—a legacy that protects their loved ones like armor. True wealth planning is not just about assets; it’s about securing the future with strength, foresight, and intention.

  1. Education & Empowerment:

I believe that knowledge is a gift. I’m committed to making financial literacy accessible and actionable for all.

  1. Integrity:

I am committed to transparency and honesty in every relationship, ensuring that clients feel confident and supported in their financial journey. Trust is the foundation of every lasting plan, and I prioritize building that trust through consistent, reliable guidance.

  1. Strategic Vision:

Every recommendation I make is intentional, customized, and designed to align with short-term, mid-term, and long-term goals, building lasting financial strength across generations.

State University of New York at Fredonia

Certified Masters Sales Consultant - Easton University

214 & 240 Certifications

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  • 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.

  • 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.

  • 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.

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

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