09/03/2026
The blueprint is simple, just follow the steps and get the financial confidence you deserve.
Creating meaningful relationships through financial planning.
09/03/2026
The blueprint is simple, just follow the steps and get the financial confidence you deserve.
09/02/2026
A personal update and an exciting professional note. đź’™
This past June, Caleb joined us, and we officially became a family of five! Liam, Halleigh, and Caleb have made our days very happy, very busy, and never short on activity.
After a summer focused on our family, I’m excited to be back as a financial advisor and reconnect with clients!
Life with three little ones has given me an even greater appreciation for the families I get to work with. I understand the busy shuffle, the big decisions, the merging of two lives into one, and how easy it can be for financial goals to get pushed to the side.
I’m especially grateful for family, friends, and clients who have continued to cheer us on as our family grows. It’s exciting to be back and to continue helping people bring clarity and ease to their financial lives while supporting the vision they have for their future.
Here’s to this next season! 💙
09/01/2026
Markets have been supported by resilient growth and enthusiasm around artificial intelligence, but the policy backdrop may be changing. Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte explains why sticky inflation, higher debt costs and uncertainty around where AI-related gains ultimately land make diversification especially important. http://spr.ly/6182B1fv5s
08/31/2026
The best financial plans can weather even the worst economic storms. I can help you overcome uncertainty with confidence. http://spr.ly/6185B1xV2J
Looking for peace, calm, clarity and more? It all comes with the right financial plan, and I can help you get started.
08/25/2026
The economy remains resilient, but rising interest rates and pressure on consumers could create challenges for markets. Here’s why diversification remains important in today’s environment. http://spr.ly/6182B1sRgu
Most parents budget for childcare like it's a grocery run: fixed cost, check the box. But between the backup plans that fall through, sick days, application fees, and the sheer mental load, it adds up to something a lot bigger. If you're trying to figure out how to actually plan for this stage of life, that's exactly the conversation I have with families every day. Let's connect.
08/24/2026
Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth understanding the full financial picture. http://spr.ly/6187BELqpt
08/19/2026
Markets are still near record highs, but the economy remains uneven. Our latest commentary looks at recent inflation, consumer, and small business data—and why diversification continues to matter for long-term investors.
Why Broader Market Participation Matters Now Markets are broadening beyond tech. See why diversification still matters.
All these improvements and more could be yours—it all starts with a conversation. Reach out and let’s talk.