About me
I help busy and successful professionals in tech maximize their RSU/ESPP benefits, create tax efficient strategies, and build a competent financial plan for themselves and their family. After a decade as a collegiate coach, I have combined my background in Finance with my passion to guide others to help people achieve financial freedom and more.
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.
Strategic Focus
We specialize in providing strategic, comprehensive advice to help successful executives, directors, and managers at Apple, Google, Microsoft, Meta, Amazon, and others meet their financial goals and reduce tax drag on their wealth building process.
I help my clients identify their financial security needs, build a vision with clear goals, and maintain focus on personalized solutions that turn that vision into financial freedom behind the scenes while they focus on their career and personal lives.
Financial Planning
Tax-Efficient Strategies
Retirement Planning & Income Strategies
Investment Planning & Strategies
Education Planning & Funding
Multigenerational Planning
Estate Planning
Life Insurance Strategies
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.
