Personal
Hello! I'm a lifelong resident of Brookings, South Dakota, deeply committed to our wonderful community.
I hold a degree in Business Management from the University of Sioux Falls and am deeply passionate about my role as a financial advisor. This passion extends to all my clients across the nation.
My Journey
Planning has been a cornerstone of my life since my early 20s. Now, as the parent of two wonderful kids, I'm grateful for the foresight to make financial planning a priority for my family. This has been especially crucial through various job changes and fluctuations in income. Along the way, I've been able to adjust my goals and update my customized financial plan as needed.
My Approach
I bring much of my personal story and experience to my clients, because they are people just like me. I understand that their financial situations often don't fit neatly into a cookie-cutter plan. Life is full of changes and surprises, and financial plans need to be adaptable to fit these new circumstances.
Why I Love What I Do
I love working directly with my clients to ensure their financial plan is tailored to their unique vision, family, and future. By offering personalized advice and strategies, I help them navigate life's changes and achieve their financial goals.
Feel free to reach out if you need personalized financial advice or have any questions. I'm here to help you create a financial plan that works for you and your family.
Professional
My Goal is to sit down with you and learn about your goals and objectives: which will allow my team and I to design a plan that is "RIGHT FOR YOU!"
Years of Experience
Representing Northwestern Mutual since 2017.
Education
University of Sioux Falls - Business Administration (Bachelor of Arts)
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.
Here are my areas of expertise
With expertise in business planning, personal planning, and investment planning, I am well-equipped to help you achieve your financial goals. Whether you're looking to grow your business, secure your personal financial future, or optimize your investments, my team and I are here to provide the guidance and support you need.
Feel free to reach out to discuss your specific needs and how we can work together to design a plan that is RIGHT FOR YOU!
Business Planning & Succession
Business Employee & Executive Benefits Planning
Financial Planning
Retirement Planning & Income Strategies
Investment Planning & Strategies
Tax-Efficient Strategies
Estate Planning
Multigenerational 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.
