VP - Sr. Financial Consultant - I can partner with you to understand your goals, create a personalized plan, and provide investing guidance. You'll understand where your money is invested and why, and how much it's costing you. As an added bonus, you will have access to Schwab's portfolio management expertise, insights and specialists. It's a modern approach to wealth management - allowing you to take ownership of your financial life.
Growth and Development Director - As a financial advisor representing Northwestern Mutual, I am able to provide you with customized recommendations that will help you plan for your financial future. Over the past 15 years I have found that there are 3 reasons people fail financially: 1-They don’t have a vision for the future. 2-If they have a vision, they typically don’t have a written plan. 3-If they have a vision and a plan, they typically procrastinate taking action. My role is to help in these 3 areas.