Making the Professional, Personal
My decision to become a Financial Representative and Growth & Development Director with Northwestern Mutual was very intentional and very personal.
After nearly two decades of delivering consultative financial services to Fortune 100 corporations, middle market enterprises, small and family-run businesses, entrepreneurs, and even start-ups, I’ve decided to get personal.
Partly because I’ve always insisted on a relationship style manner of doing business but mainly because I realized firsthand how important personal financial planning is, regardless of your profession, income level or asset status.
In December 2018, I was diagnosed with Lupus Nephritis and ultimately ended up having a successful kidney transplant Feb 2021 which needed several months of recovery.
During that time period I went from running my own consulting practice and traveling the world in the best physical and financial health of my life to being confined to a bed, praying through chemotherapy and only working a few hours a week.
Thankfully, about 10 years prior I took time to work on my financial plan with Northwestern Mutual. Which, in my most desperate hours provided not only financial security during my time of sickness, but peace of mind in the uncertainty. A very simple yet intentional and thoughtful conversation proved to be financially and mentally well worth it.
I obviously can’t prevent anyone from having the same health experience I did or worse, but I certainly can help anyone who has 45 minutes to begin a conversation to plan and prepared for it like I was.
We address questions like:
- How can I grow and preserve my wealth while minimizing taxes?
- What would life look like financially for my family if I didn't make it home tonight?
- Can I really retire when I want to and live a comfortable life for as long as I want to regardless of the impact of taxes, inflation, interest rates & market volatility?
Financial Stability = Awareness + Education + Accountability
Boots on the Ground Serving the Community
I have always taken pride in serving others and supporting organizations which improve quality of life for not just those in need but every citizen of the community. Here are a few local and national organizations I support.
Big Shoulders Fund
Education, Mentorship, Leadership Development and Financial Assistance for Schools with demonstrated need which provide quality, values-based education for Chicago's children.
National Kidney Foundation of Illinois
The National Kidney Foundation of Illinois improves the health and well-being of people at risk for or affected by kidney disease through prevention, education and empowerment. The NKFI is a lifeline for all people affected by kidney disease. As pioneers of scientific research and innovation, the NKFI focuses on the whole patient through the lens of kidney health. Relentless in our work, we improve lives through action, education and accelerating change.
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.
