About me
As a dedicated and loyal Financial Advisor, I take great pride in helping create my client's road map to achieving their personal, professional, and financial goals that are most important to them. My team and I specialize in working with medical professionals, sales professionals, training & coaching professionals, and families.
Lending a hand in my community.
As a resident of the Greater Tampa Bay area, my team and I are proud to work with Feeding Tampa Bay to help assist in the fight against hunger.
As part of Northwestern Mutual and through our partnership with Alex's Lemonade Stand, we are proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects.
Here is more information on the organizations we partner with:
Feeding Tampa Bay
Feeding Tampa Bay, part of the national Feeding America network, focuses on providing food to about 1 million food-insecure families in the 10-county area of West Central Florida. Their mission is to change lives one meal at a time by leading our community in the fight against hunger.
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
Retirement Planning & Income Strategies
Insurance Protection Strategies
Disability Planning
Life Insurance Strategies
Education Planning & Funding
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.
