About me
I am a Financial Advisor and Growth & Development Director with Northwestern Mutual. I have a passion for working with busy individuals and helping them to prioritize what matters the most.
With almost two decades of experience in the financial planning world, I have helped my clients take a step back from their crazy busy world and helped them to take time to identify their goals – personal, professional, and financial – and develop a plan that helps make those goals a reality.
I look forward to getting to know you!
My journey began in Chester County, Pennsylvania. After graduating, I set off to explore city life at the University of Pittsburgh. My love for the city then led me to New York City, where amidst the hustle and bustle, I discovered my true calling - financial planning.
Fast forward through 20 years and 3 cities, here I am, back in Chester County. But now, with a new appreciation of it all.
Life's journey has taught me the beauty of balance - between simplicity and complexity. And it's this balance I bring to every financial plan I craft.
As a confidant, truth teller, and accountability coach, I'm not just a financial advisor - I'm a leader on your journey to success.
I'm here to hold you accountable, cheer you on, and lead the way to a future you've always envisioned.
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.
My areas of expertise and the work I love doing!
Financial Planning
Business Planning
Tax-Efficient Strategies
Insurance Protection Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational 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.
