Professional
My passion is to help individuals, families, and businesses reach their full financial planning potential. My mission is to help you reach your personal, professional, and financial goals by working with you to create a solid game plan for your life. Maintaining a longstanding relationship with you is of the utmost importance to me, so I can travel the road of life with you, through all the ups and downs and twists and turns in life, and keep you on track for a nice future. My hope is that I can be a great resource for you now and in the future and that we can tackle all of your goals together, as a team.
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.
Here are my areas of expertise
Life Insurance Strategies
Retirement Planning & Income Strategies
Disability Planning
Business Employee & Executive Benefits Planning
Education Planning & Funding
Investment Planning & Strategies
Tax-Efficient Strategies
Long-Term Care Planning
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.
