Professional

Following graduation from Babson College with an MBA in finance, I  had been interviewing with Fortune 500 companies for a position in banking or finance. A casual comment about my search to my own financial advisor resulted in an introduction to a colleague who, as an attorney and director for a regional bank, suggested investigating the benefits of joining Northwestern Mutual.

I took his advice, hypothesizing that my business would involve various facets of financial planning including investment allocation, insurance, and having access to sophisticated personal and business needs analytics. Further research on my part led me to appreciate the quality of the Northwestern Mutual Financial Network as a provider of financially secure risk products.  In addition, I have found an extremely robust and efficient broker-dealer platform through the Northwestern Mutual Investment Services (NMIS) which currently is the fifth largest independent broker dealer in the U.S.. Currently in my role as a financial advisor I also contribute  time within the financial services industry.  I have served ten years on the board of the Financial Representatives Association of the Northwestern Mutual Financial Network including serving as President in 2008. In addition I devote time also serving as Chair of the Membership Committee of the Million Dollar Round  and on the Grants Committee of the Million Dollar Round Table Foundation in Park Ridge, IL. The Million Dollar Round Table is an international assosciation of financial professionals of which only 5% of those in the field of financial services qualify.

In my commitment to best serve my clients, I believe I must continue to learn and educate myself.  To that end, I have earned professional designations that include Chartered Life Underwriter (CLU), the highest level of studies in the life insurance profession, Chartered Financial Consultant (ChFC), the most extensive education for financial solutions professionals, and Chartered Advisor for Senior Living (CASL), the most robust designation available in retirement income education to lead clients through retirement and assist with the management, preservation and transfer of wealth.

Education

Awards and Recognition