My Story | My Vision

Life all too often comes in waves. My job is to steady the current. 

I took an unlikely path to get to where I am today. I grew up landlocked in Chicago with a deep love for the water, especially the ocean. It was where I felt most at home. So naturally, I wanted a career that would give me the freedom to be close to it. 

Eighteen-year-old me took this quite literally and set out to study oceanography. I was really interested in ocean circulation patterns and the influence they had on the rest of our world. However, the freedom I was seeking wasn't found here.    

I wound up getting a cinematography degree and learning to film underwater. Wanting to bring others up close and personal to the world beneath the waves. After spending close to a decade capturing the ocean’s story, I realized that the freedom I wanted wasn’t in the story-telling industry. I needed to build something of my own.  

This quest led me to a financial advisory role at Northwestern Mutual where I was finally able to create the freedom I craved, not only for myself but to help others attain it too. 

Today, I work with lots of people from the entertainment, creative, and tech industries. I know how unpredictable these fields can be. Your livelihood is subject to uncontrollable highs and lows. A smart financial planning strategy can make all the difference in the world and help you ride the waves with ease.  

If you’re ready to plan for your future and take control of your dreams, I’d love to help.

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“Best InsurTech Solution”: 2022 FinTech Award

Northwestern Mutual's proprietary financial planning platform, PX, has been awarded "Best InsurTech Solution" in the 2022 FinTech Breakthrough Awards. PX is the only tool that combines risk and investment solutions, allowing advisors to demonstrate how an integrated plan can provide clients with more protection, growth, and flexibility. The platform also includes retirement planning capabilities and allows advisors to model the accumulated value of risk-based products as part of a client's projected net worth in retirement. Co-created with elite financial advisors and incorporating extensive client feedback, PX is an innovative tool that delivers better outcomes for clients with simple or sophisticated financial planning needs.

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Your Financial Picture in One Place

The Northwestern Mutual Consumer Website gives prospects and clients secure online access to review their Northwestern Mutual insurance and investment details, pay premiums, go paperless and connect external accounts to see their financial big picture in one place, at any time, on any device.  In addition, the Northwestern Mutual Connect Mobile app provides much of the same functionality on a mobile platform.

Connect Accounts: Anyone can connect non-NM accounts, including credit
cards, property value estimates, and banking and investment accounts, in one, convenient place. When you connect your accounts, you get a clear view
of your financial picture online as well as from any mobile device (iOS and Android).

Secure Technology: When you link accounts for other financial institutions to your Northwestern Mutual website accounts, your login usernames and passwords are stored securely in a separate database using multi-layered hardware and software encryption. Your login usernames, passwords and transactions are not visible by Northwestern Mutual, our employees, or financial representatives.

ACCESS TO THE MOBILE APP (iOS/Android): The mobile app is a pillar of the digital experience that clients and prospects have come to expect. With access to the mobile app, you have your financial summary and net worth at your fingertips, setting the stage for the full mobile experience available after purchasing a product.

Secure Share: Secure Share allows you to share documents with each other confidentially and securely, helping you save time and limiting the need for email correspondence.

Sample Plan: The prospect Summary page helps to educate and inform
about the Northwestern Mutual planning process using the Create Your Financial Plan educational tool. It takes the next step of sharing a sample PX plan to help prospects better understand the planning process and it’s next steps.

Boost your financial knowledge.