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The Millennial’s Guide to Retirement Planning
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Getting where you want to go starts with having a vision. It involves understanding ourselves on a personal level, identifying our deepest desires, and figuring out how to keep focused while on the path to our dreams. And it works even better with a partner to support you all along the way!
I help individuals and families navigate the road to financial security, whether during good times or moments of challenge. I’m here to help you live the life you want and reach your goals without having the stress that comes with managing finances on your own.
My clients and those they love rely on me to be helpful. They expect me to make them a priority.
And they can count on me to be objective, responsive, and supportive; doing the right thing for them every time. I treasure this because as a former officer in the United States Army, loyalty, commitment, and service is in my nature!
And while I assist, guide, and protect my clients, I also get to help my colleagues develop their abilities in doing the same for theirs.
Supporting my service orientation, I also have certifications in life insurance, health insurance, and annuities. I hold Series 7 and Series 63 licenses, and am pursing my CFP Designation. But most importantly, I am completely committed to always doing what’s in the best interest of my clients. It’s not just because of who I am – it’s also company policy!
My clients are generally family-oriented, and often intuitively share the same values of caring for others, being prepared, and doing the right thing. They understand and appreciate how investing in ourselves now moves us strongly and steadily toward our most valued goals. The same applies for the representatives I help begin and successfully build their careers with Northwestern Mutual.
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4