Professional
I started building my own personal wealth at the early age of 19! I decided to buy my first duplex while I was attending Ohio State University. I lived in one half of the duplex with my boyfriend and rented the other half out, allowing us to live mortgage free. My family played a large role in encouraging me to do this, as my dad had started taking me to meet with financial advisors at only 18 years old. Being exposed to the financial world at such a young age played a large role in my independence.
After graduating from Ohio State with my degree in Economics, I started my career at a bank. I loved getting to talk with people every day and being interactive with my clients, but I did not enjoy having my career path chosen for me by my manager. Northwestern Mutual has allowed my practice to prosper independently while having the support of an amazing team. I run my practice with a whole team of specialists dedicated to creating wealth and financial stability for our clients. The impact of a financial advisor can truly be life changing and I want to continue to help people set their future up for success.
Personal
I grew up in the small town of Pleasantville, Ohio with my brother and my parents. I graduated from a small rural high school near my hometown. I still live in rural Ohio about an hour outside of Columbus. Currently my summers are filled mostly with being out on Buckeye Lake in my pontoon boat or being outdoors with my 3 dogs. During the winter I enjoy skiing with my family.
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
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.
