My role as your Advisor
My mission is to help individuals, families, and business owners intentionally plan for financial security. Through a comprehensive planning process, we work together to identify your goals and put strategies in place to reach them. I aim to become a trusted advisor to my clients and live at the center of their lives.
Prior to joining Northwestern Mutual, I was in corporate manufacturing for Toyota Corporation for 15 years. I graduated from Illinois State University with a B.A. in International Business & Marketing.
Education
Illinois State University - International Business and Marketing
My Why
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.
Ronald McDonald House Charities
Ronald McDonald House Charities provides homes to children receiving cancer treatments and their families. We contribute to this cause by donating non-parishable items to the homes and offer monetary support on behalf of Northwestern Mutual.
Bear Necessities Pediatric Cancer Foundation
Bear Necessities Pediatric Cancer Foundation creates memorable experiences for children battling cancer. These experiences are called "Bear Hugs."
Feed My Starving Children
Feed My Starving Children is a non-profit organization that sends nutritious food to children in need all throughout the world. We help by packing meals for the children.
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
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.
