For 160 years, Northwestern Mutual has helped clients achieve financial security by building lifelong relationships to help them create and carry out their financial plans.
Office: (360) 862-2522
As a Northwestern Mutual Advisor, I look first to understand your vision for the future. And like you, your vision is unique. My approach is to help you shape and attain it. Simply put, my mission is to help you secure your family’s or business’s future and protect what is important to you. I am committed to recommending for my clients what I would do for myself and my family if I were in your their position.
- Financial Planning
- Retirement Planning
- Retirement Income Planning
- Investment Strategies
- Life Insurance Planning
- Disability Income Planning
- Long Term Care Planning
- Business Succession and Estate Planning
- Business Risk Management
- Employee and Executive Benefits Planning
- Education Funding
B.S. Business, Management Montana
The Chartered Life Underwriter designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals.
Since 1927, CLU® advisors have been helping clients build a successful life insurance practice by providing them with knowledgeable and ethical advice. The CLU® designation symbolizes continuing growth and commitment to professionalism.
The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients. They focus on the comprehensive financial planning process involving: collecting and analyzing clients’ financial situation, identifying and establishing financial goals, and formulating to implement a plan to achieve those goals.
The Certification in Long Term Care designations focuses on the discipline of extended care planning. It provides professionals with the critical tools necessary to discuss the subject of longevity on the client’s finances. The best way for a Financial Advisor to protect families is not to sell a product, but offer advice that leads to a plan of providing care over an extended period of time.
Associations and Memberships
National Association of Insurance and Financial Advisors
Founded in 1890, NAIFA is one of the nation’s largest associations representing the interest of insurance professionals. NAIFA’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.
Representing Northwestern Mutual since 2003