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The Millennial’s Guide to Retirement Planning
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"The winner ain't the one with the fastest car, it's the one who refuses to lose." — Dale Earnhardt Sr
I graduated from Central Connecticut State University with a bachelor's degree in finance, and today, I’m a Financial Representative working with Northwestern Mutual. My focus is on helping individuals and families feel more confident about their financial future.
I know firsthand how important it is to be financially prepared. Life can be unpredictable, and the right planning can make all the difference.
I take a personalized approach, seeking to understand each person’s unique goals and priorities rather than offering a one-size-fits-all financial plan. Whether you're wondering how to retire comfortably, considering a career move, or planning for personal goals—like buying a home, or a new car—I’m here to help you build a plan that aligns with your life.
My goal is simple: to help you be just a little more prepared than before we met.
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4
I'll guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. See how we'll get it done below:
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning