Putting
people first.
Get to know our leadership team
Leadership at the Mt Pleasant office is dedicated to doing good for our clients, employees and community.
I aim to be a strategic partner who can help you achieve your goals. The best part of my job is working closely with individuals, families and business owners to develop plans that provide structure to their financial lives. After developing an understanding of who you are and what you want, we will work together...
I aim to be a strategic partner who can help you achieve your goals. The best part of my job is working closely with individuals, families and business owners to develop plans that provide structure to their financial lives. After developing an understanding of who you are and what you want, we will work together to provide a clear vision for your future.
I started my career with Northwestern Mutual 24 years ago. In the same town I grew up in, went to college in and am raising my family in. Family and protecting that family are very important to me. Which is why it's a huge part of what I do for my clients. Making sure that in the event of life changing events,...
I started my career with Northwestern Mutual 24 years ago. In the same town I grew up in, went to college in and am raising my family in. Family and protecting that family are very important to me. Which is why it's a huge part of what I do for my clients. Making sure that in the event of life changing events, life can still go on.
I've lived in the Central Michigan area for over 20 years. I'm married with three children. My team and I specialize in comprehensive financial planning. We work with clients to create a long-term financial game plan that helps manage wealth, mitigate risk and uses tax-efficient strategies.