Northwestern Mutual

Offers online services

About

I treat my clients as a family member and I give the same advice I do for myself.

I enjoy making a difference. Financial literacy takes a back seat till we get to an age where we realize we need it and I love working with those early on that are excited about building a future. I love empowering people with knowledge to make decisions that best fit them. Financial planning is not a one size fits all and each person has a different story and different goals.

Highlights

7 years in business

Serves Waukesha , WI

Offers online services

Social media

Specialties

Comfort with finances

Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances

Career stage

Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired

Annual income

Less than $40,000, $40,000 - $60,000, $60,000 - $80,000, $80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000

Service type

General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning, Trusts or estate planning, Annuities, Mutual funds, Home purchase

Reviews

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robert S.

She was very professional and provided great insight and delivered a great product. I was looking for an in depth retirement plan and I received.

February 12, 2024

Mohammed H.

very professional

January 30, 2020

Frequently asked questions

What is your typical process for working with a new customer?

We get together via phone call or in person based on clients wishes for an informal get to know each other and discuss what the goals and expectations are for a mutual relationship. At the end of the meeting we discuss some direction to head with towards some recommendations that will be discussed in a followup meeting. At the end of the second meeting the client decides if they want to proceed forward with any of the recommendations and continue the relationship.

What education and/or training do you have that relates to your work?

I have a BS in Business Finance and have been in the industry for 11 years. I am also a Growth and Development Director and have a strong passion for education and have a lot of patience I have been told.

How did you get started in this business?

I expierenced a life changing event that most of us will go through at some point and had a strong wake up call to want to help others navigate through this better than I did.

What types of customers have you worked with?

I love working with independant women. I love to work with young couples that are building a life together. I love working with business owners.

What advice would you give a customer looking to hire a pro in your area of expertise?

Find someone you enjoy working with. This relationship is like a marriage and so you really need to like them and trust them.

I welcome the questions whether they be odd or not. Im very transparent.

Services offered

Financial Services And Planning