Financial Empowerment and Compassionate Accountability
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
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:
Chicago Youth Centers
Since 1956, Chicago Youth Centers (CYC) has been the place Where Possibility Lives: a trusted partner on Chicago’s South and West sides, ensuring that kids have a safe place they can go to explore, to discover, to process, and ultimately to envision a bright future that they can create for themselves. In early learning classrooms, afterschool programs, and summer day camps, youth ages 15 months to 18 years find joy in learning, grow socially and emotionally, and build skills for the jobs of tomorrow. CYC students are deeply engaged, with many attending our hands-on clubs five days a week, 48 weeks a year. CYC envisions a Chicago where every child has equitable access to the resources, experiences, safe spaces, and mentors that they need to live each day as their best selves.
Chicago Freedom School
WE SUPPORT YOUNG PEOPLE TO TAKE ACTION FOR JUSTICE IN THEIR PERSONAL LIVES AND COMMUNITIES. Founded in 2007, CFS mission is to build intergenerational partnerships and facilitate programming for young people of color while offering training to individuals and organizations committed to movement building.
Here are my areas of expertise
Financial Planning
Investment Planning & Strategies
Retirement Planning & Income Strategies
Estate Planning
Business Planning & Succession
Education Planning & Funding
Life Insurance Strategies
Disability 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:
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.
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.
