CRD#

4611216

Firm CRD#

6413

States Licensed in

AR, CA, CO, FL, GA, IL, IN, KY, LA, MA, MI, MN, MO, NJ, NY, NC, OH, SC, TN, TX, VA, WV, WI

Years of Experience in Financial Services

22

Work Experience

In my 17 years of tenure at Northwestern Mutual I worked my way from Associate Advisor through Home Office Underwriter, Client Relations Center Director, to become a fee-based planning Advisor and Wealth Management Advisor, earning 9 designations starting with Certified Financial Planner^® (CFP^®) and Chartered Life Underwriter^® (CLU^®) in 2007, followed by Chartered Financial Consultant^® (ChFC^®), Certification in Long Term Care^® (CLTC^®), Chartered Advisor for Senior Living^® (CASL^®), Retirement Income Certified Professional^® (RICP^®), Chartered Special Needs Consultant^® (ChSNC^®), Accredited Estate Planner^® (AEP^®), and Chartered Advisor in Philanthropy^® (CAP^®). Most recently I completed a Masters of Science in Financial Services^® (MSFS^®) in 2020, and Certified Kingdom Advisor (CKA^®) in 2023. In my 7th year at NM I qualified as a Top 3% Advisor or "Forum" and maintained that status for 5 consecutive years. I'm a member of the Financial Planning Association (FPA), Certified Financial Planner Board of Standards (CFP), National Association of Insurance and Financial Advisors (NAIFA), and Million Dollar Round Table - Top of the Table (MDRT) as well as a number of local organizations like Cincinnati Estate Planning Council (CEPC) and Financial Planners Association of Southwestern Ohio.

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, 401K Rollovers