Budget. Save. Invest.

Plan Differently; call it our motto. My team and I are a group of innovative specialists, here to help you discover what’s financially possible and plan for the unexpected. We work hard to help ensure that our clients’ money outlasts them. We are setting the standard, pushing limits, and powering what’s next for your goals.

Supported by the trusted Northwestern Mutual brand and network, I work with clients to identify their financial security needs and focus on solutions that can help make their goals a reality. Coupled with my knowledge & experience, I utilize resources within my expansive network to ensure that clients receive the highest degree of service. I partner with successful attorneys and affluent African American families to help steer them toward financial success. I frequently collaborate with fellow advisors to educate clients on wealth management strategies and solutions.

Close up of woman in deli with two workers in background

How I Help My Clients

I assist clients in focusing on their personal financial needs and those of their family or business. By working to identify financial goals and creating a personalized path for success, I can help you plan for your financial security. Along with a network of specialists, I provide access to world class insurance services and industry leading investment products. My goal is to serve as your lifetime partner by offering a holistic approach to help you with your financial planning.

Pecunia, si uti scis, ancilla est; si nescis, domina

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