Building Your Personalized Financial Plan Based On You

When people look back on their lives, they often find they are more successful than they thought they'd be, but have saved less than they intended. They find themselves in financial situations that are more complex and less predictable than anticipated.

That’s why I’m here to help. Together we’ll discuss your goals and objectives, and then create a financial plan that can help make your goals a reality.

I view myself very much as an educator. I want to educate my clients on different areas of their financial plans, that maybe they haven't thought of, ultimately helping them make smarter financial decisions.

Common Misconceptions

When people think about the financial planning industry, there is a common misconception that we only deal with investments or insurance. At Northwestern Mutual, it is so much more than that.

  • Retirement Strategies Beyond a 401K
  • Planning for Your Children's Education
  • Saving for Personal Goals
  • Term and Permanent Insurance
  • Tax Strategies

Those are just a few of the services myself and my team offer. And every client is different, and I take pride in building strong relationships with my clients so we can create a custom solution based around their goals. And please take a minute to check out this awesome presentation on our customized financial planning process built around you.

Close up of woman in deli with two workers in background

But Why Northwestern Mutual As My Financial Planning Organization?

For starters, Northwestern Mutual has been around since 1857, nearly 60 years longer than both Merrill Lynch and Edward Jones.

Most people don't know this about Northwestern Mutual's early years, but I love to tell this story. In 1859, Northwestern experienced their first two death claims after a train derailed resulting in the death of 14 people. Two of those people were Northwestern policy owners. At the time of the claim the company only had $2,000 (remember this is 1859) and the policy payouts totaled around $3,500. The company president at that time, Samuel Daggett, personally borrowed the remaining funds to pay the families of this tragic accident immediately. Those same morals and principals that Samuel showed nearly 160 years ago are still proudly being represented by Northwestern Mutual as well as our team in the Kentuckiana area!

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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