About me
Guiding Your Journey to Financial Success
With my experience at the University of South Carolina and my role at Northwestern Mutual in NYC, I help families organize their financial lives into a clear, cohesive plan. As part of a wealth management team, I tailor strategies to your specific goals, creating a digital roadmap to guide you.
I focus on securing your financial future through retirement planning, investment management, and insurance protection. My approach integrates distribution planning with tax efficient strategies around estate and legacy planning, making it easy to manage and protect your family's assets.
More than just your advisor, I want to build a meaningful relationship where we can enjoy working together and prosper off one another. With the right blend of expertise and a touch of fun, we'll make sure your financial strategy is bulletproof. Let’s create a secure financial future together—your goals, my expertise, and a partnership that makes the journey enjoyable.
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.
