Helping you live your best life.


Let's have a quiet conversation


In my client conversations, I’ve encountered worried business people. Some worry about business succession; Can our children maintain the fine business we’ve built? Others say that they’re afraid of losing key people without whom the business could falter. Still others wonder; what if we lose a shareholder, how do we value his interest? Will we be able to buy out his heirs? How will our banker respond to the loss?

What keeps you awake at night? I’ve partnered with men and women to answer these questions; respond to these concerns; help overcome these worries. For me, it’s a matter of creating a relationship built on trust and integrity. I’ve helped my clients reach their dreams and I can do the same for you. But first, let’s do what it takes to allow you to sleep at night. Let’s have a quiet conversation.

  • Retirement Planning
  • Business Succession Planning
  • Key Person Life & Disability Insurance
  • Planning for the Small Business
  • Life Insurance in a Corporate Setting
  • Estate Planning

Take a look at this short video to learn more about Business Succession Planning.

My Mission

My primary focus is to help my clients attain financial security for their families and businesses. Because you cannot predict the future, I will help you prepare for the best and worst case scenarios and create a long-term relationship based on quality service and integrity.

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

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