Helping you live your best life.

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.

Peace of mind

Get a financial plan that prioritizes your priorities.

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:

What you do today can change all the tomorrows of your life.

  • Look at where you are today

    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.

  • Identify where you want to go

    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.

  • Put together range of options to get you there

    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.

Here are my areas of expertise

  • My first Core focus point is around investment strategies for the short term. 

 

  • My second core strength lies in long-term investment planning, particularly geared towards retirement. I excel in constructing well-diversified investment portfolios that are tailored to your specific needs and designed to better withstand market fluctuations. 

 

  • My third core focus is being experienced in crafting comprehensive kids' plans that nurture their financial growth from an early age. These plans are designed to help your children achieve milestones such as saving for a car or funding their college education when they reach that pivotal stage in life.

 

  • My fourth core focus is around Tax mitigation.  I provide strategic guidance on minimizing your tax liabilities and optimizing your financial position.

 

  • Furthermore, I specialize in offering guidance on life insurance, disability insurance, and long-term care.

Financial Planning

Investment Planning & Strategies

Business Planning & Succession

Tax-Efficient Strategies

Retirement Planning & Income Strategies

Life Insurance Strategies

Disability Planning

Estate Planning

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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