Getting to Know Me
Have you ever heard about financial planning? Maybe a wealthy relative or mentor mentioned it in passing?
I didn’t fully understand what it was until later in life—and when I did, it changed everything.
I always thought financial success was just about earning more. But what I’ve learned is that it’s not just about how much you make—it’s about how well you manage and position what you earn.
Growing up in a small suburban town in Connecticut, I had friends from all different financial backgrounds. I saw firsthand how the 2008 financial crisis tore some families apart. Looking back, I now realize that many of those hardships could have been prevented with a strong financial plan.
That experience shaped my passion for financial planning. I never want to see people struggling to make their next mortgage payment or, even worse, feeling like financial stress could break up their family.
That’s why I do what I do.
When I work with clients, my goals are simple:
✅ Be a compassionate listener
✅ Help build a solid financial foundation that reduces stress
✅ Ensure there’s always protected and accessible liquidity
✅ Create a plan that makes retirement as smooth as possible
If you want a financial plan—and a dedicated team to guide you through the years ahead—let’s talk.
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.
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.
