Growing up, I was surrounded by family members who worked at this amazing company, including my grandparents, uncles, and dad (and now my sister, Riley, and cousin, Kaya!). From a young age, I heard stories about the positive impact they made on their clients' lives, which inspired me to follow in their footsteps.
Knowing my dream was to work in financial planning, I attended the Kelley School of Business at Indiana University to double major in Finance and International Business. At 25, I made the transition to a full time Financial Representative out of Austin, TX.
With a deep understanding of the company's values and a passion for financial planning, I am committed to helping my clients achieve their financial goals and create a secure future for themselves and their families. Financial planning should be holistic, taking into account every aspect of your life, from retirement planning to estate planning, and beyond. That being said, I take a personal approach to planning and want to take the time to develop a deep understanding of your background and goals.
Above all, I believe financial security is one of the most important factors in achieving happiness and fulfillment, and by extension want to deliver that to every person I meet.
My sister Riley, cousin Kaya and I at NM's Annual Meeting in 2009
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.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
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.
