Our Mission & Who We Serve

Are you Busy / Advisable / Successful / Positive?  Want a Plan?  Perhaps we are a fit!  My team serves Families, Retiring/Retirees, IT Sales, Job Changers, Rising Stars, Business Owners, and more! 

Our mission is to meet amazing people and help them get closer to their goals.  Sometimes we help with financial planning.  Sometimes we help by connecting people to people.  Sometimes both.  Regardless, we aim to help others get better and achieve what's important to them.

And whether it's helping with financial planning, wealth management, investments, insurance, or all of the above, we leverage the power of Northwestern Mutual's experienced team and vast resources to provide impactful solutions for our clients.

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Planning For Financial Security with Northwestern Mutual

Watch this short video to learn how our comprehensive approach to personalized financial planning can help you achieve the future you envision.

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.