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5 Times You’ll Be Able to Teach Your Kids About Money Management
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Everyone deserves the opportunity to do what they love with who they love while having the upmost confidence, freedom, guidance, and support.
My mission is simple: Help people create the opportunity to do what they love with who they love all while having the upmost guidance, support, confidence and freedom.
I began my practice in financial advising in 2021 after setting out to share my knowledge of the financial world helping people navigate financial freedom. I knew this was a passion of mine after watching the people I loved and cared about growing up working so hard to provide for their families, but yet missing so much time with those said people. I strongly believe that with the proper proactive and tactical planning, everyone can build the opportunity to create a lifestyle that allows them to be able to provide for those they care about AND enjoy their time with them too.
Since beginning in 2021, we have grown in knowledge, areas of expertise, and the number of people and communities we serve. I am proud to call our office in Fairview Heights, Illinois home, but I am happy to serve people in states all over the country.
I am honored to be raised in Collinsville, Illinois and a proud of alumni of Southeast Missouri State University where I received a B.S. in Business Administration with a major in Finance and a minor in Entrepreneurship. To this day, I am in active alumni at SEMO, as well as my Fraternity, Sigma Nu.
When not working, I love spending time with family and friends, and making sure my adopted dog, Gus, gets spoiled.
Financial Planning
Tax-Efficient Strategies
Investment Planning & Strategies
Retirement Planning & Income Strategies
Insurance Protection Strategies
Life Insurance Strategies
Disability Planning
Long-Term Care Planning
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4
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.