Professional
I run a financial planning practice to help free clients, families and businesses of financial stress. I partner with each client individually to learn their story and get a better understanding of their definition of financial security. Then, we develop a plan and provide solutions to help them achieve their goals and bring their dreams to reality.
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:
Filling in the Blanks
My team and I had the opportunity to volunteer at Filling in the Blanks. We were able to pack 1,260 lunches for families and children in need in the Norwalk community! Filling in the Blanks was founded by mothers and community activists, Shawnee Knight and Tina Kramer, who created the nonprofit as a way to marry their loves of community, children, food and charity. In 2013, Knight and Kramer created Filling in the Blanks which has now expanded to over 200 sites throughout Fairfield and Westchester Counties and has delivered over TWO MILLION-weekend meals to children in low-income households. #communityservice #giveback #endhunger
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.
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.
