Our Story
We are financial educators who strive to bridge the gap between knowledge and the implementation of financial strategies in the approach to financial planning and security. We have a belief that no matter age, gender, race, or ethnicity creating a plan is the compass to achieving your heart’s desire, no matter how far off those dreams may seem. However, it takes time and effort to make any dream into a reality. My team and I strive to be that accountability partner for you, as we track along with you on your financial journey! Step by Step, Brick by Brick…We Will Accomplish Great Things!
Diversity, Equity, & Inclusion at Northwestern Mutual - Atlanta
The Black Empowerment Initiative (BEI) is one of six segments focused on DEI work. BEI’s purpose is to create an intentional community and career development opportunities for Black and African American advisors and staff within Northwestern Mutual to increase retention, business productivity, and engagement.
BEI will be the catalyst that creates generational wealth and increases the financial aptitude in the Black community.
Family Promise - Cobb County
Family Promise of Cobb County is a nonprofit 501(c)(3) organization for families in transition. In 2022 we adopted a family for the holidays. Our adopted family had recently transitioned into permanent housing and we were able to brighten their new home.
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.
