Making an Impact Beyond Finances

Financial planning is about more than just money—it’s about building a meaningful life and giving back. Our community impact initiatives are at the heart of everything we do. Our firm believes in the power of coming together to create positive change, and we are dedicated to making a lasting difference in the lives of those around us. This is why I’m actively involved in these efforts, reflecting our commitment to both financial well-being and social responsibility.

 

  • Chamber of Commerce (Past Chairman) – Supporting local businesses.
  • Midwest Veteran’s Closet Annual Coat Drive – Helping veterans
  • USO Fundraiser – Supporting military families.
  • Lake County Estate Planning Council – Helping families prepare for the future
  • Alex’s Lemonade Stand – Fighting childhood cancer.
  • Local Youth Sports & Scholarships – Investing in the next generation.
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Alex's Lemonade Stand

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. 

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