Financial Planning - Simplified.

Our planning process is unique. Each client meeting caters to the expectation of the client. Everyone is different. Thus, we customize each meeting based on the client’s goals and objectives.

During our meetings, we always seek to listen, understand, and be transparent. We educate our clients with creative strategies to maximize their wealth. We specialize in wealth and tax diversification.

Just like a medical doctor should conduct at least an annual checkup to diagnose your health... our financial planning diagnoses financial health. This gives our clients clarity and confidence on where they are and where they want to be. 

Our mission is to protect what’s important, invest into the future, and preserve what’s built. We do this to be our members' go-to resource in their efforts to fight the good fight... through diligent planning... by grace through faith...

Here are my areas of expertise

Financial Planning

Retirement Planning & Income Strategies

Advisory Services

Insurance Protection Strategies

Charitable Planning

Education Planning & Funding

Estate Planning

Business Planning & Succession

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