Our Mission

It is our mission to educate my high net worth clients on the benefits of life insurance as part of a tax-leveraged strategy.  Whether you already have wealth to preserve or are looking to the future, I can help with a well-thought-out insurance contract. 

Through this process, I develop enduring relationships with my clients that are designed to be collaborative, thorough and generational.

My Team

About Me

It has been my passion over the past 30+ years to bring solutions to client's financial problems and concerns. I am affiliated with and joined Northwestern Mutual in 1988.

With my broad spectrum of clients throughout the United States, I have learned that anyone of any wealth potential can maximize the efficiency of his or her finances with a carefully calculated plan.

In addition to my many state insurance licenses, I hold Series 6 and 63 licenses. I am a registered wealth management advisor with Northwestern Mutual Investment Services LLC, a member of the Northwestern Mutual Forum, which is the recognition of the highest level of productivity and excellence, in 2003 and 2005-2023. and the Million Dollar Round Table (MDRT) from 2000, 2002-2006, 2008-2018.  I also was recognized in the top 10 advisors in the Central Region in January 2018; the Central Region consists of over 2,500 advisors. I was also a Lives Leader in 2021.

When not serving others and my clients, I enjoy spending time with my family and friends.

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

Boost your financial knowledge.