The Diamond, Longspeak

Personal

Outside of my practice, my top priorities are my family, and spending time in the outdoors. My passion for skiing, climbing and running have taken me around the world - from Alaska, to the Alps, and down to South America.

I am on the Development Committee of the American Alpine Club - a force in helping safeguard our country's wild landscapes and national treasures since its founding in 1902.

Giving Back

I am currently a member of the Board of Locally Haiti- a Non-profit that partners with people in rural Haiti to better education, provide health care, promote sustainable agriculture, and empower young women.

Areas of Expertise

Personal Planning, Business Planning, Asset & Income Protection, Education Funding, Investments

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

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.

Downtown Milwaukee, WI Skyline