Professional
I strive to help my clients achieve the life they want to live by providing intentional and integrated financial plans. As a trusted partner and resource, I guide them to make smart decisions with their money. My team and I prioritize continuing education to establish ourselves as thought leaders in the industry to best serve.
I began my career with Northwestern Mutual as a college financial representative, I knew early on that I wanted to pursue a career in financial services. After joining the firm full-time, I decided I wanted to extend my impact beyond serving my clients and pursued a role on our firm’s leadership team as Managing Director of the Chicago location. I am fortunate to be able to manage my personal practice and an office full of talented advisors.
To date, I have helped over 1500+ people secure their financial futures.
Continuing Education
The Chartered Life Underwriter® (CLU®) is a financial professional designation that provides advisors with extensive knowledge of life insurance that exceeds basic life insurance underwriting requirements.
Achievements
2021 OARS, Outstanding Achievement in Recruiting & Sales, Award recipient. This award recognizes Managing Directors for exceptional performance in terms of balancing both management and personal production.
Awards and Recognition
Million Dollar Round Table Qualifying Member 2009, 2011-2014
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Association of Insurance and Financial Advisors Quality Award 2011-2015
Award recognizing commitment to excellence in service to clients and industry
National Quality Award 2005-2009
Award recognizing persistency and performance
National Sales Achievement Award 2007, 2009
Award recognizing performance