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The Millennial’s Guide to Retirement Planning
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Financial Advisor for the Emerging Affluent
As a financial advisor, I help families and individuals aged 25-45 working in tech, engineering, medicine or professional services become more confident financially. My clients are typically at major life crossroads like marriage, starting a family, and buying a home. They understand the need to have a cohesive plan but between career and family don’t have the time to master the intricacies of financial planning on their own.
Most clients have a lot of great pieces when we first meet, but lack certainty around how they’re tracking towards their goals and understand that there may be blind spots that they haven’t considered. They contribute to 401(k)s, Roth IRAs, and brokerage accounts. They have done some insurance planning, estate planning, and tax planning. However, they don’t have a strategy for how these accounts and products are working in tandem. I partner with clients to ensure every dollar saved and every product owned moves them closer to their family’s unique goals.
My practice is run through Northwestern Mutual a Fortune 500 company with a reputation for putting clients first and an average client relationship of 30+ years. My mission with my practice is to build meaningful long-term relationships that allow today’s emerging affluent become tomorrow’s wealthy. My team and I have had the blessing to serve over 150 families and individuals coast to coast.
I was born and raised in San Jose California by two parents who have spent their careers in the tech industry in the Silicon Valley. I moved to Chicago to attend Loyola University where I received my undergraduate degree.
While at Loyola I met my partner Chiara and started my career at Northwestern Mutual as a college intern. Upon graduation, I took a full time opportunity with the firm and currently serve as a leader as a College Unit Captain within our internship program.
Chiara and I live on the North Side of Chicago in Rogers Park with our cat Cannoli. We are both big foodies, passionate about traveling, and casual snowboarders. I have played hockey since I was 8 years old and continue to play recreationally today.
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4