About me

Success in your career doesn’t always translate to peace of mind. Earning a high income often comes with a sense of being tethered to the grind, unsure how to break free or build the future you truly want. Many professionals feel stuck in a cycle of working hard without clear steps toward lasting financial freedom. If that resonates with you, know there’s a way forward—and it starts with a plan tailored to your goals and values.

I specialize in helping high-achieving professionals create financial strategies that align with their aspirations. With 10 years of experience in technology sales and a deep understanding of the challenges faced by mid-career professionals, I’m passionate about guiding others toward clarity and confidence in their financial lives.

Many of my clients are successful sales and technology professionals who feel the weight of “golden handcuffs”—making great money but feeling trapped in a high-pressure job with no clear path to long-term freedom. Together, we turn their hopes and dreams into actionable steps, crafting strategies that offer financial optionality and peace of mind.

I often ask these two questions:
“What do you want your life to look like in 10 years?”
“What have you done to start moving toward that vision?”
For most, the answer is “not enough” because they don’t know where to start.

That’s where I come in. My process is collaborative, transparent, and grounded in building strong relationships. Whether it’s maximizing equity compensation, relieving financial stress, or preparing for a future that aligns with your values, I help clients take the first step—and every step after—toward the life they want to live.

If you’re ready to gain clarity, take actionable steps, and build a financial strategy you can feel confident about, let’s connect. Book a call, and let’s explore how we can work together to achieve what matters most to you.

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.

Visit partner website

Alex's Lemonade Stand logo

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.

Visit partner website

Beads of Courage logo

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