You’ve spent years conquering challenges, closing deals, and building a career that puts you ahead of the pack. But when it comes to your financial future—are you really in control?

Too many high-achievers assume their company benefits or passive investments are “enough”… until they realize the gaps, missed opportunities, and hidden risks they never saw coming.

Close up of woman in deli with two workers in background

The hard truth? Winning at work doesn’t automatically mean winning in retirement.

I work with ambitious professionals who’ve spent their careers focused on performance—but when it comes to financial strategy, they’ve been running on autopilot.

They’ve built businesses, crushed sales goals, climbed the ladder… but their personal finances? That part’s been overlooked.

I’ve had countless conversations with smart, successful people who think their 401(k), stock options, or company perks have them covered—until they take a closer look… or worse, until it’s too late.

A business meeting around a table.

This is where I come in.

I help uncover the gaps, expose the blind spots, and build custom strategies that put you back in control—so your future matches the success you’ve already achieved.

Before this, I spent over two decades building and selling businesses in the hospitality world—high-stakes, fast-paced, and full of pressure. I know what it’s like to bet on yourself… and what it costs when you don’t have a plan to protect what you’ve built.

Now, I help professionals and business owners simplify, protect, and grow their financial lives—while also speaking to audiences about quitting the distractions that don’t matter, so they can focus on what truly does.

Because financial security isn’t just about numbers.

It’s about options, control, and the freedom to live life on your terms.

If you’re ready to stop hoping your financial future “just works out” and start taking charge of it—let’s talk.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4