Personal
Professional
After graduating from Texas Tech University in 1998 with a BBA in Finance, I spent 15 years in banking as a Commercial and Real Estate Lender in the Dallas/Fort Worth area. In 2010, I took the opportunity to transfer my expertise in working with business owners and investors to Northwestern Mutual, where I have spent the last 4 years helping my clients with:
- personal retirement planning
- risk planning such as life, disability and long term care insurance
- business planning such as buy/sell and key person planning
- executive benefits
- key employee retention
- employee benefits
Years of Experience
Representing Northwestern Mutual since 2010.
Education
Texas Tech - Finance (Bachelor of Business Administration)
Awards and Recognition
- National Association of Insurance and Financial Advisors Quality Award (2012-2015)
- Award recognizing commitment to excellence in service to clients and industry
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.
