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2026 Dividend Announcement
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Nearly two decades of experience in wealth management combined with a background in business economics and athletic coaching has provided a foundation to guide clients to financial victory. It is my belief that offense wins games, but defense wins championships. The same is true when it comes to financial planning.  Ultimately, I want every family served to experience their greatest financial wins as a result of our work together.
I strive to use my platform and resources as a force for good.  When deciding who to work with, I care more about character than balance sheet.  As someone who is deeply committed to helping and serving others, I enjoy working with clients who share a similar sense of purpose and perspective.

Northwestern Mutual Community Service Award, Camp Ronald McDonald for Good Times

Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4