About me
We do financial planning at every stage in life focusing on wealth management, getting people on track for retirement, insurance planning, and tax strategies.
What's unique about what we do is that it's not transactional and it's not a one size fits all; it is an ongoing planning relationship where we take a holistic approach, considering clients' current plans and future goals. We dive deep by understanding what is unique and important to each client and their current lay of the land financially.
Here are my areas of expertise
Financial Planning
Business Planning & Succession
Life Insurance Strategies
Advisory Services
Tax-Efficient Strategies
Disability Planning
Multigenerational Planning
Estate Planning
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.
