By your side, giving you the insight you need

I believe that the best financial plans are ones that meet you where you are. So, every financial conversation we have starts with you: What are the wins you've had with money, where have you struggled, and what exactly do YOU want to get out of a conversation with me? I love celebrating personal, professional, and financial wins with my clients, but I also don't shy away from tough conversations. At the end of the day, I see it as my professional duty not to tell my clients what they want to hear, but to do the hard work with my clients to get them where they need to be.

Close up of woman in deli with two workers in background

A financial planner who prioritizes YOU

I operate a practice that is as thorough as possible. I will never push you into a decision before you are ready. Rather, I'll guide you through the why and the how of important decisions, and then I'll be with you through each step so that you'll feel confident in your decision and will stick with it for the long term. Here's how we'll get it done:

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  • 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.

  • Follow through

    I'll be with you every step of the way to make sure the plan is working for you. You're the captain of the ship, I'm just the navigator working with you on your way.

My areas of expertise

I believe that a solid financial plan has contingency plans in place for the worst things in life. However, once we get those contingency plans in place, we can chase after the likelihood that things will go right for you. That means that overall, I work with my clients to achieve the blend of risk protection and wealth growth that is right for them and their particular stage of life.

Financial Planning

Retirement Planning & Income Strategies

Multigenerational Planning

Education Planning & Funding

Charitable Planning

Life Insurance Strategies

Business Planning

Boost your financial knowledge

I always work to help hold my clients accountable if they need it, but my ideal clients are ones who are ready to learn more about their financial lives. Whether you are a client already or just interested in meeting me for the first time, feel free to take a look at the articles below. If you don't know where to start, one of these articles can be a great jumping off point for a conversation with me.

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