Professional
For 20 years I worked in nonprofit management to help children and adults gain the skills and experiences needed to realize their potential. And now, for nearly 10 years I have worked at Northwestern Mutual to help individuals and families identify their dreams and develop dynamic and integrated solutions to help achieve their goals. My process includes meeting with you to get to know you, to understand the vision you have for your life, and to begin to lay out some short and long-term targets. You also, of course, get to know me, as together we create the foundation of our working relationship. My personal passion throughout my working life has remained steadfast: to help individuals and my community. I look forward to long and productive relationships with my clients! Education
- Bachelor of Arts degree in Recreation Administration, minor in Business Administration
- Masters of Science in Nonprofit Management
Professional Designations
- Certified Financial Planner (CFP)
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (ChFC)
- Chartered Advisor for Senior Living (CASL)
Associations and Memberships
- National Association of Insurance and Financial Advisors
- National Quality Award
Domestic Partnerships I understand the financial hurdles that domestic partners face from interwoven finances and joint assets to fewer rights for federal, state and employer benefits. Along with your legal and tax professionals, I can help you protect what you value most and recommend solutions to bridge the gaps and meet your long-term financial goals.
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