Integrity - Hard Work - Family

Integrity, Hard Work, and Family are the three pillars of my business. Together my team and I will help you identify your personal, professional, and financial goals to design a financial plan for you and your FAMILY. We pride ourselves on delivering your financial plan through HARD WORK and with INTEGRITY to help you achieve your financial success.

Our Mission

We empower and motivate our clients to be purposeful and live their financial lives by “design” rather by “default.” We are successful at helping our clients through lifetime relationships that are established on trust, integrity, and professional excellence. This begins with a holistic and intimate discovery process, followed by implementing solutions using world-class insurance services and internationally recognized investment products, and is monitored with careful attention to detail and continued advice, all backed by Northwestern Mutual.

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Our Planning and Investment Philosophy

WE BELIEVE…
• A comprehensive, written financial plan guides educated and efficient decisions.
• In solving risk-based needs first; protecting income safeguards the creation of wealth.
• Each dollar has a unique and time-specific job description.
• In the need for non-market correlated, tax-efficient, safer assets.
• In managing investments according to Modern Portfolio Theory through professionally created investment portfolios.
• Planning for children addresses both intellectual preparation and fostering financial independence.
• In creating a distribution plan to maximize a family’s retirement and safeguard their assets.
• In inter-generational planning through proper estate strategies and building relationships with our clients’ parents and childre

WE BELIEVE…
• In quadruple diversification—multi-asset classes, multi-asset styles, multi-asset managers, and tax diversification.
• In using professionally-created, objectively researched, multi-manager portfolios.
• In benchmarking investment decisions to the needs of a client’s financial plan over performing to an index.
• The consistently rebalancing portfolios will reward the investor with better long term performance and value.
• In consistent contributions to a client’s investment portfolio, regardless of market direction or recent performance.
• The use of annuities, personal life insurance, long term care planning and other appropriate strategies within a client’s plan can help meet long term goals.

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

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