Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Education
University of Illinois Urbana-Champaign - Urban Planning (Bachelor of Arts)
Awards and Recognition
- National Association of Insurance and Financial Advisors Quality Award 2011-2013, 2015
- Award recognizing commitment to excellence in service to clients and industry
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Vocation Service Member of the Board of Directors, Sugar Land Rotary 2019 2021
Personal
Outside of work, I enjoy traveling and spending time with my family. My son, daughter in law, grandkids and I enjoy spending time to together and getting special treats, like ice cream cones!
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.
Community Association
As my degree is in Urban Planning, when I moved to my neighborhood I got involved in my community and spearheaded an effort to build a park in our neighborhood. Over many years we have added many additions my favorite project was building this pavilion at our neighborhood park.
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.
