My Planning Approach

The starting point of any financial conversation should be about your purpose in a safe non-judgmental environment.

My specialties are serving women, minorities, LGBTQ+, Veterans, small business owners and their employees.

When you share your authentic story followed by your priorities, goals and dreams we can build a plan focused on your own unique destination.

What is important to you is critical in designing a comprehensive financial plan. We will explore multiple strategies and options for you to consider. Your plan will be specifically designed to help you achieve your goals and to make your vision a reality. We will teach you how to eliminate financial anxiety.

We can help you with your budgeting, personal credit, tax efficiency, risk assessment, retirement planning, estate planning, business credit, scalability, lendability, cash flow, employee benefits, succession planning, exit planning and more.

Areas of Expertise:

  • Comprehensive Financial Planning
  • Estate Planning
  • Retirement Planning
  • Education Planning
  • Disability Income Planning
  • Life Insurance Planning
  • Long Term Care Planning
  • Credit Consulting & Financial Literacy
  • Business Risk Management
  • Business Continuation Planning
  • Business Succession Planning
  • Business Credit Consulting
  • Business Cash Flow Consulting
  • Business Revenue Strategies
  • Employee & Executive Benefits Planning
  • Qualified Plan Design Assistance
  • Qualified Plan Employee Education
Pride @ Northwestern Mutual

Financial planning

Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.

Estate planning

We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.

Daughter laughing on father's shoulders

Retirement planning

We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.

Couple reading a book on the couch together

Education funding

With the cost of school continuing to rise, it's more important than ever to have a plan to pay for it. From strategies for saving and funding education to how whole life insurance can play a role, we can help you understand your options.

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Long-term care: have more choice and control.

Have more freedom and control to choose where you could get care should a chronic illness or disabling injury prevents you from living on your own, no matter how old you are.

Younger woman hugging older woman while laughing

Business planning

No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.

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The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

Boost your financial knowledge.

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