What to Expect

Step One.
I want to get to know YOU, your goals and all about your current financial situation. The first meeting I'll spend a majority of the time just asking you questions about how you were raised, your business or career and anything else that may come up!
 
Step Two.
I'll meet you where you are in your financial journey, and from there we'll dig into investing, taxes, insurance and learning all the things in the process of becoming the CEO of your finances!
 
Step Three. 
Recommendations. Depending on your goals and needs, I'm here to help you! 

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.

Northwestern Mutual buildings and column architecture