Know What Your Next Move Is

Smarter Decision Making for Your Money

You have invested a lot of sweat equity, money and time into your medical career.  The time demands are significant and the long hours leave little time for you to navigate life financially.  While you may have high confidence in your career progression, what you should do financially at each stage may be a different story.  Understandably so, you haven’t spent your life studying it!  Our team is here to help you navigate your planning process, whether it be in the residency, fellowship, attending physician phase or an alternate medical track.

 

  • Listening to what is most important to YOU
  • Managing medical school debt
  • Implementing high income tax efficiencies
  • Intelligently managing risks to income
  • Evolving your plan through career progression
A business meeting around a table.

Helping you live your best life.

I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.

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Get a financial plan that prioritizes your priorities.

I'll guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. See how we'll get it done below:

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  • Look at where you are today

    Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Identify where you want to go

    Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

  • Put together range of options to get you there

    Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.

Here are my areas of expertise

Financial Planning

Disability Planning

Retirement Planning & Income Strategies

Insurance Protection Strategies

Life Insurance Strategies

Education Planning & Funding

Multigenerational Planning

Boost your financial knowledge.

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