Professional
After spending 10 years in sales in the manufacturing sector, I realized that working with people was indeed rewarding. However, I wanted to be able to help people in a way that would be meaningful--not only to me, but also to my clients and their personal goals for success. It was in that period of time that I developed a solid relationship with my own Financial Representative at the Northwestern Mutual Financial Network. Because of his conscientious efforts to educate me on my own planning needs, it became clear to me that I wanted to help others in the same manner. I am a goal setter and wish to help others maximize their potential by realizing all they can do--both personally and financially.
Associations and Memberships
Member of the National Association of Insurance and Financial Advisors
Member of the Fort Wayne Estate Planning Council
Member of the Associated Builders and Contractors, Inc. Indiana Chapter
Professional Designations
Chartered Life Underwriter (CLU®), American College
The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.
Chartered Financial Consultant (ChFC®), American College
The Chartered Financial Consultant (ChFC®) designation from The American College is widely acknowledged as "financial planning’s highest standard of knowledge and trust. The ChFC® is the most comprehensive educational program available for individuals seeking to be knowledgeable and ethical financial professionals. With more than 46,000 professionals having earned the ChFC®, these advisors are among the most accomplished in the industry. The ChFC® designation is difficult to attain, and all advisors who earn it must adhere to the strictest ethical requirements in serving their customers. Designees are required to do the same for their clients that they would do for themselves in similar circumstances – the highest standard of trust.
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