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A Financial Checklist for the New Year: Getting Off to a Fast Start in 2025
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I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
CFP®, CPA, WMCP®, CLU®, MBA
Wealth Management Advisor
MBA, Baylor University, Hankamer School of Business- Finance and Economics. Joined Northwestern Mutual in November of 2013. Prior to Northwestern Mutual I have almost 30 years of experience as a CPA and working in the individual and corporate financial planning area. For 17 of those years I operated my own Wealth Management and Tax Management Firm. Married and have two adult children.