Helping You Build a Stronger Future—For You and Your Family

Financial planning isn’t just about numbers—it’s about people. It’s about building a life of security, opportunity, and lasting impact. As a husband, father, and dedicated financial professional, I understand firsthand the responsibility of protecting what matters most. That’s why I approach every client’s journey with integrity, professionalism, and an unwavering commitment to their success.

I believe in the importance of understanding your plan. My goal is to educate and empower you, giving you the knowledge and confidence to make informed decisions for yourself and your family. With a clear roadmap, we’ll put you in control of your financial future, ensuring you leave a stronger legacy than when you started.

 

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A Strategic Approach to Your Financial Future

Whether you’re just starting to build wealth, growing your family, or planning for future generations, a strong financial foundation is essential. Together, we’ll create a personalized strategy that focuses on:

 

✅ Risk Mitigation – Protecting your family and assets from the unexpected

✅ Wealth Accumulation & Preservation – Growing your financial resources with a disciplined, strategic approach

✅ Tax Optimization – Minimizing tax burdens to help you keep more of what you earn

✅ Legacy & Estate Planning – Ensuring your hard-earned wealth benefits the people and causes that matter to you

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  • 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

Tax-Efficient Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

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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