Professional

Joining Northwestern Mutual was a well-thought-out decision for me. I wanted to work for a top employer in the Milwaukee, Wisconsin area, and I wanted a career in which I could make a significant positive impact on the lives of others. After much consideration and research, I chose to launch my financial services practice with Northwestern Mutual.

I joined Northwestern Mutual with experience from two former employers - Strong Capital Management from the financial services industry, and Funjet Vacations from the travel industry. I enjoyed my time at both organizations and learned a great deal about business, numbers, and servicing clients.

Since joining Northwestern Mutual, I have thoroughly enjoyed the high impact one-on-one discussions and meetings that I have had. And also the opportunity to meet and learn about the goals and dreams of so many incredibly talented people.

Designations

I am Certified in Long Term Care (CLTC®) and earned that designation early in my career.  I help successful people protect their retirement nest egg and give themselves choices for care in the future should they potentially become frail and need care down the road (i.e. home care, assisted living, nursing home, etc.). 

In addition, I earned the Retirement Income Certified Professional designation (RICP®).  As a result of completing this program, I am able to create an effective retirement income plan by identifying retirement income needs, selecting a method for funding long-term care needs, and managing retirement income portfolios. 

Overall, I thoroughly enjoy making an impact by educating successful people and businesses on the opportunities to reach and exceed their goals!

Years of Experience

Representing Northwestern Mutual since 2012.

Education

University of WI- La Crosse, (Bachelor of Science)

Areas of Expertise

Investment Planning & Strategies

Advisory Services

Financial Planning

Retirement Planning & Income Strategies

Tax-Efficient Strategies

Insurance Protection Strategies

Long-Term Care Planning

Life Insurance Strategies

Personal

I was born and raised in the Milwaukee area. I attended Nicolet High School and went on to receive my BS from the University of Wisconsin - LaCrosse.

While my working hours are highly energetic and caffeinated whirlwinds of client and prospect meetings, my weekends are all about enjoying time with family and friends, watching sports (Go Bucks and GoPackGo), and gobbling up life with loved ones.  

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.

Downtown Milwaukee, WI Skyline