Before I can help you, I need to understand your story. This requires an honest conversation and understanding about your goals, the past experiences that you have had around financial planning, and the story behind what money means to you.

But before you can feel comfortable sharing your goals and dreams with me, you may want to get to know a little more about me and my story.

Before joining Northwestern Mutual, I spent over 20 years working in institutional asset management managing multi-billion dollar investment portfolios for pension funds, corporate retirement plans and endowments.

I served as the Managing Partner and Portfolio Manager of Global Alpha Asset Management LLC, an alternative asset management firm offering a quantitative factor-based global equity strategy that incorporated analysis of environmental, social and corporate governance (ESG) criteria via a private impact fund. The fund's objective was to generate positive financial and social returns while supporting the United Nations' Sustainable Development Goals (SDGs).

Previously, I was a Senior Vice President and Senior Portfolio Manager at Artio Global Management LLC (formerly known as Julius Bar Investment Management LLC) where I built and managed the international equities institutional separate account and sub-advisory business, which grew to approximately $36 billion (of $72 billion total assets under management) over the course of nine years.

Before joining the private sector, I spent almost ten years at the United Nations Joint Staff Pension Fund working in various roles in the Investment Management Division, most recently as an assistant portfolio manager helping to manage approximately $1.7 billion (of $25 billion total assets under management) invested in emerging market equities.

I decided to transition from the institutional investment management side of the industry to private wealth management so that I could help first and second generation Americans live the American dream.