Professional

I'm committed to helping you get closer to your dreams. When you partner with me, you can expect direct, constructive conversations wrapped in a judgment-free, pressure-free environment. My goal is to help individuals and families grow forward, intentionally. Helping everyone truly understand what and how their finances work for them. No matter who I encounter, I want them to leave having gained value in our interaction, whether we do business together or not. 

My mom passed away when I was a teenager, and recently I have come to realize that my parents and grandparents planned! They planned for the good and for the bad, so that no matter what happened in life, my brothers and I - and even our children - would have a head start financially. I want the same for my four children and my client’s children. Creating multi-generational wealth for my clients is just as important to me as creating it for my own family. I would like to build a community that continues to build itself, long after I am gone.

 

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

Chai Lifeline

Chai Lifeline is an international support network, providing social, emotional, and practical assistance to children, families, and communities impacted by medical crises and trauma through a variety of year-round programs and services.

Here are my areas of expertise

Financial Planning

Life Insurance Strategies

Retirement Planning & Income Strategies

Disability Planning

Multigenerational Planning

Estate Planning

Business Employee & Executive Benefits 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.

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