Helping you live your best life.

I believe that the most important part of any financial conversation is you — your goals, your family, your life and your priorities. Once we discover what is most important to you, I'll build a plan that is specifically designed to make sure you are on track to get you where you want to be. The best part? This plan will live and grow with you, which means that it can change as your priorities change.  

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Get a financial plan that prioritizes your priorities.

You and I will walk through each step together so you'll feel confident that we're focusing on the goals that matter most to you. Your plan will be designed to show you that you can do the things you've always wanted to — without worrying about if you can. Check out my process 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 a range of options to get you there

    Based on your goals, you'll get personalized recommendations and strategies to grow your wealth while protecting what matters. I'll help you determine the right moves to make today and later on. Remember - your financial plan is based on you and your priorities. As those priorities change, we'll adjust the strategies to match. Your plan stays flexible so you can stay on track to consistently meet goal after goal.

My areas of expertise

Financial Planning

Multigenerational Planning

Business Planning

Insurance Protection Strategies

Life Insurance Strategies

Disability Planning for Physicians & Dentists

Retirement Planning & Income Strategies

Tax-Efficient Strategies

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

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