Professional
After 20 years in the retail business, I decided I wanted to pursue a career that would allow me control of my time, but yet kept me in front of clients who I loved to work with. Having been a Northwestern Mutual client for 30 plus years and knowing the quality of their products, this new career choice was easy. Now I have the freedom to work with people who care about their futures and their families and continue the community service work that I so love to do.
Associations and Memberships
- Member of Wenatchee Downtown Kiwanis-Past President.
- Serve on Board of Children's Home Society-Past President.
- Deliver Mobile Meals for Seniors. Golden Age Softball
Years of Experience
Representing Northwestern Mutual since 1995.
Education
Bachelor of Science in Mathematics from Washington State U
Personal
A resident of the Wenatchee Valley since 1973. I have two children, Heather and Todd.
I enjoy golf, skiing, hunting, and recently-gardening (who would believe it).Now actively involved in Golden Age softball.
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 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.
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.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
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.
