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A Financial Checklist for the New Year: Getting Off to a Fast Start in 2025
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I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.
My mission is to be an educator, build relationships and redefine the relationships between Financial Advisors and their clients. I am proud to carry that legacy beyond Lehigh Valley, PA, and extend my practice with Northwestern Mutual and throughout the U.S.
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