Small Victories, Big Impact

Welcome!

Have you ever wondered how you would react when things don't go as expected? How would you adjust, adapt, and thrive in the face of uncertainty? Well, fret no more! We've got your back. We understand that your situation is unique, and our goal is to give you peace of mind without the stress of the unknown. Together, we'll take it one day at a time.

When you choose to work with us, you'll feel confident expressing your thoughts and asking any questions. Whether you prefer to handle your finances independently or want support when you need it, our team is here for you.

Here's what you deserve:

  1. Education and clarity: We'll provide you with the 'why' behind our recommendations, empowering you to make informed decisions.
  2. Options: We believe in giving you choices that suit your financial goals and aspirations.
  3. Ownership of your future: Take control of your financial destiny and shape a future that aligns with your dreams.

Life is full of unexpected twists and turns. That's why we plan ahead. We'll help you navigate obstacles such as estate tax needs, preserving your legacy, and preparing for unknown tax changes during retirement. Plus, we'll ensure you're financially prepared for extended life expectancy through risk management assessments.

At our firm, we believe in clarifying your financial world through a personalized analysis. Our loyal team will help you discover unique ideas to diversify your wealth and grow your assets in a tax-efficient manner.

 

I believe that you cannot control others, but you can control your own efforts and attitude – and your own future.

 

We understand that you work hard for your money and for your loved ones. It's time to spend more quality moments with your family and less time stressing over the unknown. Let us help you achieve that, one day at a time.

 

Opening Doors to Internship and Career Opportunities

As a College Unit Director, I lead a team of college financial representatives at Northwestern Mutual-Scottsdale. 

 

Our Top 10 internship[i] program provides college students with an opportunity to learn the fundamentals of financial planning and test-drive their career as a financial representative.  Through the experience, young professionals also develop important business skills ranging from networking to time management. 

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

Boost your financial knowledge.