My Story
My career started in 2009 as a civilian consultant for the U.S. Coast Guard and evolved into nearly a decade of designing corporate training systems. Over the years, I've dabbled in a range of fields, from web development to, leadership development and team dynamics consulting. I love having a variety of challenges to solve and the opportunity to expand my understanding of the world around me.
In 2020, I made a big move from Philadelphia to Chicago and didn’t hesitate when offered the opportunity to build a financial practice with Northwestern Mutual. My goal is to support purpose-driven people who are making their mark on the world. Helping them achieve greater financial security allows them to live more boldly letting me amplify my impact in our society. As I often say, "If your life is dedicated to making the world a better place for everyone, you deserve someone dedicated to making the world a better place for you." This belief drives me every day. My approach is all about putting you at the center of your financial planning. I use the client-focused methods and systems-thinking skills I've honed over the years to craft strategies that elevate your financial planning from good to great. I see you as a whole person and treat your family with the utmost dignity, integrity, and care, reflecting the humanity we all share.
Planning for Purpose, Planning for You
Helping your financial security go from good to great.
Putting You at The Center of Your Plan
I believe in taking the time to get to know each of my clients, their needs, and their dreams for the future. We’re all unique, but we’re unique in predictable ways. I take pride in tailoring proven strategies for achieving financial security to each client’s vision of financial security.
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.
Protecting You Today to Safeguard Your Dream of Tomorrow
I believe in taking an integrated approach to financial planning. Ernst & Young conducted a comprehensive study and found that integrating life and other insurance solutions with wealth management best practices is the single most effective way to build wealth for yourself and the next generation of your family. I work with my clients to understand their dreams for tomorrow and calibrate the right mix of insurance solutions to protect that dream against life’s nastiest surprises.
Ensuring Your Financial Literacy Every Step of the Way
I believe in making sure you are confident in your plan by taking the time to educate you. You’ll never hear me say, “dumb it down,” because it’s the responsibility of a trusted advisor to make complex concepts easy to understand. Whether you just want to know what time it is or how the clock works, you can rely on me to give you the time you need to understand what you want to know.
Showing up for my LGBTQ+ Family
I'm proud to be part of the LGBTQ Community, I'm proud to serve my family with my unique understanding of our perspectives, needs, and life journeys.
I’m proud to support my LGBTQ+ siblings and allies. I firmly believe, now more than ever, it's important for all queer people to come together and show up for one another. When we unite and fearlessly tell our stories, we have the power to change minds, revolutionize society, and make the world a better place for everyone. From medical needs to spiritual practice, LGBTQ+ people have unique needs that impact how we live. The same is true for financial planning. United by common political cause, LGBTQ+ people are just as diverse as the society in which we live. I take great pride in helping my queer siblings navigate financial services while accounting for their individual needs.
Purpose Driven Planning for Purpose Driven People
My approach to financial planning is built around the values we share—servant leadership, philanthropy, and a vision for a brighter future. As someone dedicated to making the world a better place, I know how important it is to have a financial plan that aligns with your purpose. Together, we'll craft a financial strategy that balances your personal goals with your philanthropic ambitions, allowing you to make a lasting impact. This isn’t just about managing your money—it’s about creating a legacy and a future that reflects your values and vision for a better tomorrow.