Personal
I moved to the United States at the age of six and settled into a small city in Illinois known as Rockford. I made the decision to come to Columbus primarily to get a degree from The Ohio State University and decided to stick around when I was offered an internship opportunity at Northwestern Mutual.
I enjoy reading, traveling, and spending time with the ones closest to me . . . this includes my cat, Beans, as well.
Professional
When I was young, my parents made the decision to move from our home country, Serbia, to the United States. The economic opportunities were limited in Serbia, especially in the early 2000s, and my parents wanted to provide my brother and I more options in our career choices. Having a front row view of my parents adjusting to a completely different economic system, and the struggles that inherently come with it, made me a firm believer that personal finances are something that no one should ever have to worry about.
Years later, I made the decision to study finance at The Ohio State University and was disappointed to learn that personal finance was an area of learning that is not offered at most universities as a required course, and yet, everyone needs to know how to manage their finances. Instead of making crucial financial decisions through trial and error, a trusted advisor can help you navigate these decisions with confidence.
What's your passion?
Northwestern Mutual offered me the opportunity to not only be that trusted advisor, but to do so with a company that genuinely abides by their mission statement: to provide financial security one relationship at a time. I made a choice to pursue a career in the financial services industry to be able to provide guidance, education, and focused solutions for individuals of any age, allowing them access to tools that would solve any range of financial concerns. My passion is to help people take step-by-step action towards achieving any goal that they have in life by helping them build financial security.
“The most powerful weapon on Earth is the human soul on fire.” – Ferdinand Foch
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.
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.
