Professional
I’ve been in the Financial Services Industry for the past 21 yrs. Prior to starting my practice at Northwestern Mutual I spent 16 years working at a Fortune 100 company leading small to mid-size entry level teams. Although I enjoyed my time leading, developing and mentoring my associates through the rigors of meeting or exceeding SLA’s, production & quality metrics, I wanted more flexibility and security for myself and family.
My experiences and partnership with Northwestern Mutual equip me to uniquely guide individuals, families, and business owners in the right direction to secure financial security. Each encounter brings a different set of circumstances or challenges that allows for a personalized approach to my planning process. In my practice, I work with industry leaders and specialists at a firm that is driven by the success of the individuals, families, businesses, and communities where we serve and live. We value and encourage personal development and strive to make positive contributions to society through our business practice.
I was a client before I established my practice here at Northwestern Mutual. This is primarily the reason I choose to partner with Northwestern Mutual when I decided to become a business owner. I truly live by the motto “Practice what you preach.” I am grateful that my advisor saw the importance of creating a personal financial game plan or play book just like any successful business or team must do to win. This involves incorporating existing strategies or benefits already in your current portfolio and complimenting them with other essential yet efficient tools. Northwestern Mutual prides itself on being the Policyowners Company, therefore you can trust that we’ll always act in your best interest.
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.
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
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.
