Helping you live your best life.

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.

Close up of woman in deli with two workers in background

Why Work With a CFP® Professional?

Most people think all financial planners are "certified," but this isn't true. CFP Professionals represent the highest level of competency, ethics, and professionalism in the industry. They are held to a fiduciary standard of care, which means they are required to act in your best interest. Only those who completed the requirements from the CFP Board can use the coveted initials "CFP" after their name.

The Four E's of a CFP®

Education

A CFP® must complete a comprehensive curriculum learning about the financial planning process, risk management, investments, retirement planning, tax planning and estate planning.

Examination

After learning the full curriculum, they must pass an exam that tests their knowledge of the whole curriculum and their ability to apply that knowledge to real-life situations.

Experience

A CFP® Professional must have at least 6,000 hours of experience related to financial planning services, either teaching or working directly with clients.

Ethics

CFP® Professionals are held to the highest Standards of Professional Conduct, upholding the values of Integrity, Objectivity, Competence, Fairness, Confidentiality, Professionalism and Diligence.

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.