Here are my areas of expertise

Qualifications & Licenses

  • Life, Health and/or Investment Licensed in 25+ States
  • FINRA SIE, Series 6, 63 & 7 Registered
  • B.S. Applied Math & Statistics, Johns Hopkins University

Our Professional Services & Specialties

  • Comprehensive Financial & Cash Flow Planning
  • Tax Efficient Wealth Accumulation, Distribution & Retirement Income Strategies
  • Portfolio & Investment Strategies
    • Securities Backed Lines of Credit (SBLOC)
    • Alternative Compensation Strategies:
      • (RSU, ESPP, ESOP, ISO/NSO)
  • Insurance Planning
  • Major Purchase/Liquidity Financial Analysis:
    • Mortgages, HELOCs, etc

 

       

 

Financial Planning

Advisory Services

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