About me
I'm committed to helping you get closer to your dreams! When you partner with me, you can expect a judgment-free, pressure-free environment with effortless conversations. I strive to provide you the best experience possible.
As a first-generation immigrant and female business owner, I bring a unique perspective to financial services. By combining my deep understanding of human behavior with a strong foundation in business, helping you achieve your goals is my goal.
I hold a Bachelor's Degree in Psychology from UW-Milwaukee, and a Master's Degree in Business Administration (MBA) from Cardinal Stritch University. Together, these equip me with the tools to not only understand the emotional and psychological aspects of financial decisions, but also to provide strategic and effective financial guidance.
With over 10 years of experience in the nonprofit sector, I have hands-on expertise in case management. Through this experience, I've developed a keen understanding of how to provide personalized support to individuals facing complex challenges, and worked with clients to identify their needs, navigate available resources, and create tailored solutions that promote long-term well-being. This experience has honed my ability to listen attentively, analyze unique situations, and offer practical solutions - skills that I carry into my work as a financial representative today!
My passion for helping others, combined with my business acumen, allows me to offer thoughtful, personalized financial strategies to individuals like you, and businesses alike. As a financial representative, my mission is to empower clients to achieve their financial goals while navigating the complexities of financial planning to be more confident and understand the process. I am dedicated to providing support, education, and practical advice. Helping you make informed decisions that align with your values, aspirations, and goals.
All this said, I want you to know that I care about people first!
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.
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.
