About Me

My boys

Originally from Fort Smith, Arkansas, I've had the opportunity to live in various states, including Utah, Oregon, Massachusetts, Washington, and even Singapore for three years. These experiences have given me a global perspective and a deep appreciation for diverse cultures.

I attended Eastern Washington University while working full-time at Bayer Pharmaceutical as an Environmental Monitoring Specialist. After graduation, I moved to Thousand Oaks, California to begin my career in Quality Assurance at Baxter Healthcare. For over a decade, I provided strategic leadership in Quality Systems Development, helping launch electronic solutions in the biotech industry.

The beach

In 2011, I stepped away from my professional career to focus on raising my two boys, Jansen and Shane. In 2020, my family and I settled in beautiful San Diego, California, along with our two pups, Emme and Molly.

I joined Northwestern Mutual because their values of relationship-building and helping others resonate deeply with me, and I wanted to be part of a company that prioritizes client trust and well-being. It is my goal and mission to empower individuals and families to achieve financial stability and confidence through personalized financial planning.

Colleague

I specialize in comprehensive financial planning, including retirement strategies, investment solutions, and risk management. I want to help my clients navigate their financial journeys and achieve their long-term financial goals.

I'm passionate about this business because it allows me to make a meaningful impact in people’s lives, providing them with the tools and knowledge they need to build a secure financial future. I enjoy working with clients who are committed to improving their financial health and are eager to explore ways to achieve their dreams.

When I’m not working, I love spending time with family and friends, enjoying a good cup of coffee, walking along the beach, and dreaming about my next international adventure. I look forward to the opportunity to work with you and help you achieve your financial aspirations.

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

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