| Bio |
After spending over a decade in the health and wellness industry I decided to transition into a career as a financial representative at Northwestern Mutual. I bring a unique understanding of client/advisor relationships and am passionate about helping others. I have been coaching for 16 years, 4 of those years were spent as the head assistant coach at the collegiate level. In addition to coaching, I spent 4 years abroad teaching and building relationships.
My team offers a holistic approach to financial planning, insurance planning, and comprehensive advice to a diverse group of clients. We focus on being tax efficient while accumulating wealth so when it comes time to retire you are more than prepared to live a life you love! I work with my clients with a team of CFP professionals to educate them and provide guidance and innovative solutions to help them meet financial goals.
We understand that there are specific financial hurdles in the LGBTQ+ community and we are passionate about being a safe space to discuss those barriers.
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