Professional
My educational background started at the University of Wisconsin-Sheboygan in the Fall of 2017. After 2 years, I graduated with a general education Associates degree and a 3.6 GPA.
I then transferred to the University of Wisconsin Milwaukee, where I finished my bachelor’s degree in Finance with a 3.75 GPA.
After my junior year in college, I started an internship with Northwestern Mutual - Greater Milwaukee. I excelled as a summer intern and was offered a position to continue into the fall semester. I finished 5th in the country out of over 3,000 interns during the Fall semester and earned a spot at Northwestern Mutual's "Winter Camp." After my hot start in the internship, I was offered a full-time position upon graduation.
I finished in the top 25 out of all interns in the country for 2020/2021 by helping 37 families and individuals during that time. I continued the success of my internship career by getting off to a fast start as a full-time planner by helping 40 families and individuals in my first six months in the business.
Additionally, I quickly became a leader within my firm by becoming a College Unit Captain and becoming a member of the Leadership Development Program.
I decided to continue my studies at the University of Alabama to obtain a master’s degree in Family Financial Planning and Counseling. This degree will allow me to qualify for multiple professional designations and be a continued resource for my clients.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
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.
