About me
As a financial advisor at Northwestern Mutual, I help clients achieve their financial goals and dreams by providing them with a balanced and personalized plan that addresses their needs and aspirations. I leverage the full capabilities of Northwestern Mutual to offer them exclusive access to a comprehensive variety of products and services, such as financial planning, wealth management, insurance, and investment solutions.
I have a degree in marketing from the University of Tampa, where I learned how to identify and target customer segments, design and implement effective strategies, and communicate effectively. I apply these skills to my role as a financial advisor, where I develop and maintain strong relationships with clients, prospects, and partners, and generate new business opportunities through referrals and networking. I am motivated by the impact I can make on people's lives by helping them secure their financial future and protect their loved ones.
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.
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.
