Creating Financial Plans for Your Business and Family

Whether you are a traveling professional, business owner, or work from home, balancing work and family can be a challenge. For many of us, there’s little time left to deal with personal finances.

Perhaps you’ve saved some money, bought some life insurance or invested in the market. But have you taken the time to examine your current financial situation to ensure that you are on track to meet your long-term financial goals?

That’s where I can help. Whether you are concerned about your own financial needs or that of your family or your business, I can help guide your vision as a trusted financial partner. Strategy and solutions create attainable goals. I will listen and develop a personalized financial plan to achieve your vision of the future.

Associations and Memberships

  • Ambassador, Exeter Area Chamber of Commerce
  • Ambassador, Chamber Collaborative of Greater Portsmouth
  • Board Member, United in Wellness Advisory Board, Exeter Hospital
  • Board Member, Hospice Hope Foundation
  • Seacoast United Sports Club Business Network
  • Pathways Thru Aging
  • Coach, Exeter Youth Lacrosse Association
Close up of woman in deli with two workers in background

Investing for Your Future

With more ways to invest than ever before, it can be hard to make sure your money is working its hardest for you. While most companies focus on individual transactions, we look at your bigger financial picture. Then, we'll recommend a mix of investments, and monitor and manage them over time, to help you get to your goals. This video illustrates why it's so important to spread investments across various asset classes.

Guidance for Business Owners

With a focused expertise on the business owner, we can provide guidance for any of your business issues:

No matter where your business is within its life cycle, Northwestern Mutual recognizes that the goals you have for your business and personal life are intertwined. Watch this video to learn how our integrated approach to financial planning can help manage the full scope of your needs and goals at every stage.

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

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