"Love all, trust a few, do wrong to none" ~ William Shakespeare

I'm committed to building a trusting relationship that will help you get closer to your personal, professional, and financial dreams.

I strive to provide you with the best experience possible. When we work together, you can expect a friendly, professional, and committed partner who will provide you with full and frank advice at every step of your financial journey.

My practice specializes in the particular financial needs of attorneys, business owners, expats, and classical musicians. I enjoy getting to know my clients on a personal level and growing with them as they develop personally, professionally, and financially.

Before joining Northwestern Mutual, I spent almost a decade as an attorney in New Zealand specializing in banking and prudential regulation, working for the Reserve Bank and as an independent consultant.  

Outside of work I enjoy opera, classical music, cooking, poetry, and Rotary.

Areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

Out in the 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.

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