We help clients achieve financial goals with a holistic planning approach.
06/02/2026
AI is driving stocks higher—but narrow market leadership means that there is more to these gains than meets the eye. Northwestern Mutual Wealth Management CIO Brent Schutte examines what’s underneath the gains and why diversification still matters. http://spr.ly/6185B8icWh
Financial compatibility isn't really about the numbers—it's about whether you can talk to your partner about them. 💬 HelloPrenup founder Julia Rodgers has the simplest place to start. Share three numbers this week: what you earn, what you owe, what you're saving. How you handle that conversation tells you everything. If you're ready to build on it, I'd love to help. Let's connect.
06/01/2026
A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what’s actually included in a good plan. Please reach out if you’d like to start building your plan. http://spr.ly/6185BBNCDU
Let’s not let your money sit around. I can help you put it to work with the right financial plan. Reach out to learn more.
05/27/2026
AI leadership, hotter inflation signals, and a changing of the guard at the Fed—Northwestern Mutual Wealth Management Company CIO Brent Schutte breaks down the economic data and markets news investors need to know. http://spr.ly/6181B8V8gl
I’m proud to work with a company that gives back in such a meaningful way. In partnership with Alex's Lemonade Stand Foundation, Northwestern Mutual is committed to accelerating the search for better treatments and cures for childhood cancer.
It’s 529 Day! Connect with me today and I’ll help you prep for your child’s future, which may include setting up your own 529 plan.
I can help protect you from the financial impact long-term care can have on your family, your retirement lifestyle, and your legacy goals. Reach out and let’s start building your plan for long-term care.
05/26/2026
Let’s talk through the right type of life insurance for your needs and goals. http://spr.ly/6185BBQneL
Let’s normalize talking about your finances. Reach out to me and we’ll get the conversations started.
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |