Family

About me

My family includes my husband, Brett, our, now 3-year-old son Brooks, and our 5 furry friends- Bowser, Mully, Zoey, Saint (horse), and Nova (horse). We love spending our weekends golfing (which is how Brooks got his name), traveling when the weather cools down, enjoying time in the Adirondack Mountains, and discovering new local breweries.

From a young age, I was fascinated by how money works. My dad taught me the basics of financial security, and that early exposure sparked my passion for finance. I went on to earn my Bachelor’s degree in Business Administration & Finance from SUNY Brockport, and knew right away that I wanted to pursue a career in financial planning. That path led me to Northwestern Mutual, where I’ve found my true professional home. Not only do I get to help individuals and families every day, but I’m also part of a motivating, inclusive team that stands out for its financial expertise.

Today, I’m proud to be part of a dedicated team committed to helping you achieve your financial goals. When you partner with us, you can expect a personalized, comprehensive planning approach that will strengthen your financial security. Whether you’re navigating a career change, starting a business, growing your family, or planning for the future, we’ll be with you every step of the way. Let us help you chart your path to financial success.

Here are my areas of expertise

Financial Planning

Tax-Efficient Strategies

Investment Planning & Strategies

Insurance Protection Strategies

Multigenerational Planning

Retirement Planning & Income Strategies

Education Planning & Funding

Estate Planning

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.

Visit partner website

Alex's Lemonade Stand logo

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.

Visit partner website

Beads of Courage logo

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