It moves the needle for me when I can see the positive impact I am able to make in people's lives. By getting to know my clients, reviewing and prioritizing goals, and assessing current and future financials, I help my clients make the best decisions for their needs. I am client-driven, not product-driven. Through my holistic financial approach, I am dedicated to guiding and protecting the best interests of goal-driven clients who have placed their trust in my retirement planning expertise.

primarily South-east Wisconsin. I am also licensed in other states. Zoom virtual meetings can be convenient for clients who don't live close to the office.

life insurance, annuities, mutual funds and variable annuities.

people who appreciate working with a professional for their financial strategizing. My business focuses on two main demographics. First, people on the front or tail end of retirement accumulation, preservation or distribution of assets. One of my industry designations is RICP (Retirement Income Certified Professional), this is my wheelhouse. I enjoy this process with my clients. Second, business owners who I can facilitate in providing solutions for both personal and business needs.

and graduated from the University of Wisconsin-Milwaukee. I am always continuing my education by taking financial courses through the American College. I am vigilant in always continuing to learn more industry-specific information so I can translate this into better helping my clients.

my amazing team/staff members who support my business: Ashleigh Norton, Business Operations and Processing Manager, and Mark Wernes, Client Account Manager. Earning membership as a qualifying and lifetime member of MDRT. Having my business continue to grow every year as I continue to leverage my resources to assist my clients.

was a technical recruiter. I enjoyed assisting people in this profession, but I was unable to meet with people face-to-face. I made the switch to Modern Woodmen because I knew I would enjoy working more closely with the people I would be assisting. I felt I could make a bigger impact on people's lives with my career at Modern Woodmen.

I believe in the organization! As a fraternal financial services organization, Modern Woodmen of America allows me to support members to help them reach their financial goals. I am also able to support the local community, as Modern Woodmen allows me to give back in the form of fraternal community programs.

the ability to make a lasting and positive impact on people's lives.