Areas of Expertise

We will use these Areas of Expertise to provide you with customized recommendations that will help you plan for your financial future.

Investment Planning & Strategies

Retirement Planning & Income Strategies

Financial Planning

Wealth Management

Business Planning & Succession

Life Insurance Strategies

Estate Planning

Disability Planning

Investment Planning & Strategies

Without a coordinated investment strategy, it can be difficult to build an effective investment portfolio that helps meet your financial needs. As a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), I can offer you access to a wide range of investment products and services. I will work with you to develop investment solutions aimed at meeting your financial objectives.

Retirement Planning & Income Strategies

Becoming a retiree doesn't mean retirement planning ends. Spending your retirement assets can actually be more complex than building them. The investment and savings strategies you used to accumulate wealth may need to be adjusted as you prepare for and enter retirement. Together we can develop a plan to help you achieve financial security in retirement - through our unique strategy designed to preserve and continue to manage your wealth, protect against the risks that can affect your retirement years, and provide you with predictable and steady income for life.

Financial Planning

Long-term financial security doesn't happen by chance. Many things in life can have an impact - positive or negative - on your financial well-being. I'm here to help you take control of your future. Together we'll identify your most important goals and dreams, and build and implement a financial plan to help you achieve them. And because life is unpredictable, we'll monitor your progress on a regular basis to ensure your plan evolves as your needs and the situation around you changes.

Wealth Management

You've earned your success and continue to excel in your personal and professional lives. Maintaining wealth becomes an issue as time constraints in daily life make it difficult to identify and develop strategies that align with your financial goals. I will partner with you to help you sustain and grow long-term wealth consistent with your goals and aspirations, taking into account other financial needs and your comfort with market risks.

Retirement Planning

Perhaps one of the greatest financial challenges you will face in your lifetime is preparing adequately for your retirement. I will help you create a plan that will assess your current financial situation, determine the retirement lifestyle for your future, review the many options available, and put solutions in place to help you achieve the retirement of your dreams. 

Business Succession Planning

What will happen to your business when you retire, or if you become permanently disabled or die? What's the value of your business, and how much is each owner's share worth? As a business owner, you know how many years you have invested in your business. Wanting it to continue is natural. Because I specialize in business succession planning, I can help you answer these and other questions. Together we can develop a plan to help ensure a smooth transfer of your business.

Life Insurance Planning

Many people realize that they need life insurance. And, many people have opinions about what type of life insurance they prefer. I regularly help people determine how much life insurance they need and what types or combination of types of coverage are best suited to help them further their own objectives. A well constructed life insurance policy can be a valuable part of your overall financial security plan. I will help you look at this in the context of your overall financial security plan and help you determine what makes the most sense for your particular situation.

Estate Planning

You work your whole life to build your estate. You should have control over what happens to it upon your death. Building a lasting legacy takes more than simply accumulating a large portfolio. You need a solution that remains flexible enough to allow you to maintain maximum control of your assets and enjoy them during your lifetime while you prepare for the efficient transfer of those assets after you die.

Employee and Executive Benefits Planning

Employee benefits are an important part of the growth of your business. Benefits such as health insurance, pension plans, group life, and disability planning make up the compensation package that helps ensure continued employee satisfaction and well-being within your company. Designing an employee benefit approach can be a complicated, technical and time-consuming matter. Working with a specialist who offers access to comprehensive employee benefit services through local and independently owned companies, provides a number of advantages, including experienced professionals with access to top providers and a wealth of benefit choices tailored to meet your business' ever changing needs.

Disability Income Planning

One of your most valuable assets is your ability to earn an income. A disability could suspend or terminate your income for an extended period of time. It could impact how you operate your business. With my expertise in disability income planning, I am able to help you plan for your earning power. 

Trust Services

Trust services is a natural progression for people who have accumulated significant assets and now need help preserving and growing their wealth, as well as planning how to distribute it to loved ones and organizations. I will work to understand your complex financial goals and will recommend tailored wealth management, trust and estate planning solutions to help you achieve them.

Long Term Care Planning

After a lifetime of work and proper preparation, a secure retirement can be your reward. That security will only be as strong as your ability to stay healthy. Most people would agree that their most important asset is their health. That is why it's important to ensure that if you are ever faced with an extended illness, you will receive the kind of care you need. Together with our specialists, I'll assist you in determining your long-term care needs and design solutions tailored to your unique situation.