About me
On a personal level, I’m committed to bringing financial security and peace of mind to my community. My mission is to impact as many lives as possible by protecting families and helping them reach their life goals. Through my trusted guidance, I give my clients the gift of confidence for the future along with the ability to live life to the fullest today.
Here are my areas of expertise
I offer jargon-free, sales-free consultations designed to create clarity about your financial health and identify your objectives for the future. Together, we’ll define financial success and create effective strategies—backed by the strength of Northwestern Mutual—that will help you realize greater goals and enable you to live your best life.
Financial Planning
Investment Planning & Strategies
Tax-Efficient Strategies
Retirement Planning & Income Strategies
Insurance Protection Strategies
Education Planning & Funding
Disability Planning for Physicians & Dentists
Long-Term Care 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.
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.
