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. 

Close up of Mother and Daughter on Daughter's graduation day

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:

Infographic of a pyramid divided into 4 parts surrounded by circular arrows
  • 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

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

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

Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Director of Operations Megan M Resch

Megan M Resch

CLF®

Director of Operations

Photo of Financial Planning Associate Nicole M Smith

Nicole M Smith

Financial Planning Associate

Photo of Financial Planning Specialist Kristin Bridges

Kristin Bridges

Financial Planning Specialist

Get to know my dedicated Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Photo of Wealth Management Advisor Andrew Bird

Andrew Bird

CFP®, CLU®, RICP®, AEP®

Wealth Management Advisor

Contact me
Photo of Wealth Management Advisor Darrin Englebert

Darrin Englebert

CFP®, RICP®

Wealth Management Advisor

Contact me
Photo of Partner & Wealth Management Advisor Christopher Fugman

Christopher Fugman

CFP®, RICP®, CLU®, ChFC®, CASL®

Partner & Wealth Management Advisor

Contact me
Photo of Financial Representative Ron Krizek

Ron Krizek

CLU®, ChFC®

Financial Representative

Contact me
Photo of Managing Director Alex M Marchan

Alex M Marchan

CLTC®

Managing Director

Contact me