I help clients create financial security by using three main components: Risk Management, Wealth Accumulation, and Wealth Preservation and Distribution.
A one-second pause before you buy something can be enough to notice whether it's actually going to make you happier or feel good just for a minute. If you want help building a financial plan around what actually matters to you, that's exactly what we’re here for.
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/6189B1fvp3
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/6183B1xVlh
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/6181B1sRrF
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/6188BELq1u
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.
08/17/2026
Not designating beneficiaries, forgetting about taxes—it’s easy to make mistakes while writing your will if you’re not careful. Please reach out if you have questions. http://spr.ly/6182BEA0du
08/11/2026
Stocks moved higher as stronger economic data and corporate earnings helped offset concerns about a softer labor market. See what this week’s market moves could mean for your financial plan. http://spr.ly/6182B1KOtk
Thinking about pausing your career to take care of your growing family? You’re not the only one—most parents are navigating this same shift. 🔄 But the ones who come out ahead go in with a plan. If you’re figuring out what this season of life means for your family and your finances, I’d love to help. Let’s connect.
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