About me
Specializing in serving blue-collar business owners in plumbing and electrical trades, nurse practitioners, and pre-retirees, I am committed to being more than just a financial representative—I am a resource and advocate for your financial well-being. I understand the intricacies of managing a business, the demands of healthcare professions, and the nuances of planning for retirement. My approach is personalized, focusing on empowering you with the knowledge and tools to make informed decisions that align with your goals and values while managing the impact of taxes in your financial picture.
As a dedicated financial representative with a rich background in social work, I bring a unique blend of empathy, advocacy, and educational expertise to the world of financial planning. My previous career has instilled in me a deep understanding of the challenges faced by individuals and families, equipping me with the skills to guide my clients through their financial journeys with compassion and insight.
Whether you're navigating the complexities of business ownership, balancing the pressures of a healthcare career, or preparing for a secure retirement, I am here to support and educate you every step of the way. Let's work together to build a financial future that reflects your hard work and aspirations.

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.

The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4
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.
