Helping you live your best life.

At the core of our work is a commitment to helping those who are breaking barriers, creating opportunities, and redefining success on their own terms. Minority business owners, LGBTQ+ couples and families, and ambitious women in technology and engineering are not just building careers, businesses and families—they’re shaping industries, challenging norms, and setting new standards for wealth and legacy.

Unfortunately, the financial world hasn’t always been designed with us in mind. My mission is to change that by providing the strategies, resources, and partnership we need to confidently build, protect, and enjoy our wealth—ensuring that success isn’t just for today, but for generations to come.

Dad making pizza with daughter & son

Here are my areas of expertise

Insurance Protection Strategies

Financial Planning

Life Insurance Strategies

Business Employee & Executive Benefits Planning

Disability Planning

Planning for Special Needs

Business Risk Management

Multigenerational Planning

Get a financial plan that prioritizes your priorities.

I'll guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. See how we'll get it done below:

Close up of multi-generational family laughing

  • Look at where you are today

    Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Identify where you want to go

    Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

  • Put together range of options to get you there

    Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.

Boost your financial knowledge.

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