Professional

I owned and managed a retail furniture business for twenty years prior to joining the Northwestern Mutual. My experience in owning a small business has assisted me in understanding the needs of small business owners. I have enjoyed the change in my career path due to the many great relationships I have developed with my clients/friends. My desire to provide the best service to my clients has driven me to aggressively pursue continuation of my education in financial services. This is an on going commitment to my clients.

Associations and Memberships

  • Member The Financial Planning Association
  • Member Society of Financial Services Professionals

Years of Experience

  • Representing Northwestern Mutual since 1994

Education

  • RICP - Retirement Income Certified Professional from the American College
  • CLU - Chartered Life Underwriter from the American College
  • ChFC - Chartered Financial Consultant from the American College

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

Steve Forbes and John Schlifske on "The Power of a Game Plan”

Northwestern Mutual hosted a speaker series with Steve Forbes, chairman and editor-in-chief of Forbes Media and John Schlifske, Northwestern Mutual chairman and CEO. The tour saw over 1,000 attendees and included panel discussions in Iowa City, Iowa; Cedar Rapids, Iowa; and Phoenix, Arizona. In Phoenix, Steve and John shared their perspectives on the economy, the financial markets, and the importance of having a sound financial game plan in place regardless of market conditions. Key insights presented at the events were:

  • Getting to retirement is no longer the end goal - it is a new starting point. Schlifske and Forbes contend that today's economy coupled with increased life expectancy means there is an increased risk for individuals to deplete their assets too soon. A well-rounded plan is essential to help maintain financial security for life.
  • It is unlikely that individuals can solely invest their way to prosperity. Rather, Schlifske and Forbes believe in practicing proven financial principles, such as cutting spending, saving in addition to investing, and dollar-cost averaging for the long-term.
  • Regardless of what happens in Washington, D.C., there are plans that individuals and business owners can make now to ensure long-term security. Schlifske and Forbes encourage Americans to not let debate in Washington prohibit them from addressing their short- and long-term financial needs.

To view photos from this event, click here.

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