About Us

We are a full-service financial planning practice in Green River, WY. We love working with our clients and consider it our great honor to steward their trust. Read about our thoughtfully chosen values and why they matter to us here: 

  • Freedom
    • We define Freedom as the ability to do what we want, when we want, with who we want. We know that no day is guaranteed so it matters deeply to us how we live our lives. We work hard to live intentionally and freely, and spend our energy and resources on what matters most to us.  
  • Integrity
    • We are in the business of trust and we know that in order to earn and keep the trust of our clients, we must always act in their best interest and steward our roles as their guide and advocate well. We don’t settle for giving anything less than our best work.
  • Vision
    • Vision is what inspires people to act. We spend time as individuals and as a company cultivating our vision, so that we can help our clients do the same.
  • Winning
    • We are above-average, high-achievers who celebrate our accomplishments and desire to grow in all that we do.
  • Being Advocates  
    • We are advocates for our families, friends, clients, partners, and communities. Being in relationships and community is what makes life worth living and you know that if you are part of our family, we are in your corner. 

Lending a hand in our community

We are passionate about community and are honored to partner with organizations making a difference. Read about the organizations we partner with here.

Jae Foundation

The Jae Foundation is raising awareness for mental health and suicide prevention—one pair of Cowboy Boots at a time. Jae, a beloved son, brother, and friend of Ryan, tragically took his own life in 2016, shocking everyone who knew him because he was such a positive light. Inspired by the idea that a heartfelt gesture like slowing down to buy Jae a pair of Cowboy Boots (something Jae dearly loved) or had a real conversation about how he was doing, things could have been different, the Foundation was created. The Jae Foundation has provided over 9,000 pairs of Cowboy Boots, aiming to spark bold conversations about mental health. These Jae Boots remind wearers to look up, check in on their loved ones, have honest conversations, and walk with the strength to ask for help when needed.

Read more about the Jae Foundation here

Jae Foundation Logo with Cowboy Boot as the J and rope lettering

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.

Visit partner website

Alex's Lemonade Stand logo

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.

Visit partner website

Beads of Courage logo

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.

Downtown Milwaukee, WI Skyline