Professional
Professional
After four years of service to our country as an officer in the United States Army I decided to seek out new challenges. I have always had an interest in finance and helping others succeed, so I sought out a career as a Wealth Management Advisor with Northwestern Mutual and have not regretted it for a minute. I chose Northwestern Mutual because of the incredible people, corporate culture and integrity, where "Do the right thing," is more than just a motto, it's in our DNA.
I specialize in Retirement Income Planning. I assist clients with wealth accumulation and when ready for retirement I help to distribute those assets in an efficient and effective method to meet their financial objectives.
I have built my practice upon relationships of mutual trust and respect. Whether you are an individual, family or business owner, there is no cookie cutter approach. Each client is given a customized, objective and unbiased plan to help them achieve financial independence.
Education & Designations
- CFP® - CERTIFIED FINANCIAL PLANNER™
- ChFC® - Chartered Financial Consultant
- CLU® - Chartered Life Underwriter
- Series 7 and 66
- Life and Health Insurance License
- Wealth Management Advisor
- B.A., Whitworth University, Business Administration - Economics
Awards
- Million Dollar Round Table Qualifier 2015-2018
- Northwestern Mutual Western Regional New Advisor Leader 2014-2016
Associations and Memberships
- Member of the National Association of Insurance and Financial Advisors (NAIFA)