Creating Generational Wealth Through Empowered Financial Planning

As a financial advisor, my mission is to move the needle on creating generational wealth.

If you are like most of my clients, you want to pay off student loans, protect what you have earned, save for a home or a child's education, own investment properties, plan for retirement, give to charity and leave a legacy. I believe that with informed guidance, you can achieve your goals.

My process is designed to have a candid conversation about your unique goals and to provide a framework that empowers you to take action.

Since starting my practice in 2016, I have helped hundreds of clients begin their journey to financial security. Specifically, I have partnered with:

  • Medical professionals who want to streamline the complexities of student loan debt, manage their risk and save for life's aspirations.
     
  • Nonprofit and educational administrators who want to learn the benefits of financial planning and how a holistic approach can help achieve what they may have thought is not possible.
     
  • Young families who are trying to understand where to begin with their financial planning and identify actionable steps to provide security for their family.

Opening Doors of Opportunity

As a leader in my firm, I'm equally passionate about changing the trajectory of the industry and developing the next generation of financial advisors. I'm actively seeking to add individuals who share in my vision of economic empowerment.  If you would like a career that impacts a better future for you, your family and those whom you partner with, let's connect.

Team Turner

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