Dream Big. Plan Smart. Relax More.

Financial planning isn't about spreadsheets first - it's about you. Your goals, your values, your definition of a life well-lived. Every conversation starts and ends with what matters most to you, right now and in the future. We don't push products, we don't talk over your head - we listen, ask the right questions, and help turn your dreams into clear, actionable steps. 

You're in the driver seat 100% of the way. Think of us as the painted lines on the road - here to guide, support, and make sure you stay on track, no matter the twists or turns. Whether you're mapping out retirement, saving for your next chapter, or just trying to make sense of your money, we're here to make the journey smoother and a lot less stressful.

Let's take the pressure off and put the power back in your hands. 

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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

Boost your financial knowledge.

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

Get a financial plan that prioritizes your priorities.

I'll guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. See how we'll get it done below:

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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.