Helping you live your best life.
'... and the pursuit of happiness.'
The Declaration of Independence featured those words way back in 1776. Two-hundred and fifty years later, happiness is still the goal, but the pursuit has become more difficult. This pursuit is the foundation of our liberty and happiness is not a state of being, but a quality of existence.
What is your happiness? How should you pursue it?
That is the goal I have with each and every one of my clients. I discover what happiness is for them ... personally, professionally, generationally, and financially. Once I know the individual's destination, the pursuit begins. My value - Smoothing out that pursuit, preparing for the roadblocks inherent in any pursuit, and adjusting the strategies that power the pursuit along the way. These are just a few of the advantages my clients enjoy.
Living and succeeding today. Living and succeeding tomorrow. Living a life where 'the pursuit of happiness' is as rewarding today as the destination will be tomorrow.
Get a financial plan that prioritizes your priorities.
I'll guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. See how we'll get it done below:
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 range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
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
Boost your financial knowledge.
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