Get to Know Me!
I am not here to sell you a dream - I am here to help you build it. If you were to ask my clients, my aim is to stand shoulder to shoulder with them and help them discover what is possible TODAY and teach them along the way. Your financial future starts with honest communication, tried and true strategies, and a plan tailored to YOUR life. No matter what aspect of your financial plan we navigate, my goal is to be a trusted advisor in your corner no matter what stage of life you are at. Let's turn your goals into action and your future into something you can feel confident about.
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 I 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.
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.
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.
Our Team
Peggy and Joseph (JJ) are the helping hands behind the scenes. Don't hesitate to contact us for any questions!