Areas of Expertise

Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future.

• Advisory Services
  The professional advisors of Northwestern Mutual Wealth Management Company are dedicated to helping successful people solve complex financial issues, and identify the core values, beliefs and legacies they want to perpetuate for themselves, their families and their communities. In partnership with your attorney and accountant, our advisors will help you preserve and enhance your financial wealth through professional asset management, financial planning, estate planning, and trust services.
• Business Planning
  No business can be successful without a long-range plan. Business owners have special needs. I can help you anticipate those needs and help you develop a plan that will accomplish your specific financial objectives, including Business Succession, Business Continuation, Executive Benefits and Compensation, Employee Benefits, Risk Management and Personal Planning.
• Estate Planning
  You work your whole life to build your estate. You should have control over what happens to it upon your death. Building a lasting legacy takes more than simply accumulating a large portfolio. You need a solution that remains flexible enough to allow you to maintain maximum control of your assets and enjoy them during your lifetime while you prepare for the efficient transfer of those assets after you die.
• Financial Planning
  Long-term financial success doesn't happen by chance. Each area of your financial life can have an impact—positive or negative—on your other goals. Understanding these interrelationships is important as you deal with ongoing economic issues. Financial planning is a life-long process that assists you and your family in taking control of your financial future. By setting financial goals, developing strategies, and monitoring the progress on a regular basis, the likelihood of achieving your results is greatly increased.
• Investment and Advisory Services
  Effective wealth management requires extensive knowledge about the vast array of investment products and services available in today's market. I can help you implement an investment strategy suited to your needs and build an investment portfolio that complements your other financial commitments.
• Retirement Planning
  Perhaps one of the greatest financial challenges you will face in your lifetime is preparing adequately for your retirement. I will help you create a plan that will assess your current financial situation, determine the retirement lifestyle for your future, review the many options available, and put solutions in place to help ensure you achieve the retirement of your dreams.
• Trust Services
  Trust services is a natural progression for people who have accumulated significant assets and now need help preserving and growing their wealth, as well as planning how to distribute it to loved ones and organizations. I will work to understand your complex financial goals and will recommend the appropriate wealth management, trust and estate planning solutions to help you achieve them.

Before you agree to receive financial planning services, please see complete information and disclosures in The Disclosure Brochure and review the terms of the Northwestern Mutual Wealth Management Company Planning Engagement Agreement. These may be obtained from your Wealth Management Advisor.

In addition to providing advisory services, as a member of the Northwestern Mutual Financial Network I can also offer access to the following products and services:

• Wealth Accumulation
  There are many financial vehicles into which portions of your income can flow. Picking the right combination is critical to wealth accumulation. Together, we can determine your financial goals, and provide specific risk protection and investment solutions.
• Executive Benefits
  Your business may well depend on the critical contributions of a few executives. Executive benefit products are designed to retain key employees using innovative funding solutions. Because I specialize in executive benefits, you can trust that you'll receive world-class, customized solutions for your business situation.
• Risk Management
  Assets that take years to accumulate can be consumed in a fraction of the time after a breadwinner dies or when an individual requires specialized care on an extended basis. Whether you are looking for temporary protection, lifelong protection, an efficient transfer of assets through your estate, or cash value accumulation, my expertise in providing risk management solutions can help create a protection plan to fit your needs.
• Asset & Income Protection
  Assets that take years to accumulate can be consumed in a fraction of the time after a breadwinner dies or when an individual requires specialized care on an extended basis. Life insurance policies are designed with different needs in mind. Whether you are looking for temporary protection, lifelong protection, an efficient transfer of assets through your estate, or cash value accumulation, my expertise in personal life insurance can help you protect what's important to you, secure your future and improve your life.
• Education Funding
  With the cost of higher education rising faster than the rate of inflation, many families wonder how to prepare for this expense. I specialize in education funding and can help you explore the best possible alternatives for saving the money you need to send your children to college.