Professional
I received my Bachelor of Business Administration degree with an emphasis in Finance in 1976 from University of Wisconsin, Madison. I also received an Executive MBA from Washington University, St. Louis in 1990.
I entered the corporate finance field in 1977, and remained there until 1990 when I joined Northwestern Mutual Financial Network. At Northwestern Mutual, I was an early practitioner of needs-based analysis designed to correctly identify solutions to help secure my clients’ financial needs.
In 1996, I was appointed to develop and manage the retail investment program with the Northwestern Mutual office located in Clayton, MO. While I continue to consult on the program with management, my practice has grown to encompass a holistic wealth management approach, and is supported by my specialized team.
My clients represent a wide range of individuals and small business owners that find value in a planning process that guides their financial decision making. I provide them with sound guidance at the intersection of life and finance. While my experience and values are my compass, my rewarding service model would be impossible without my team, who together help me provide comprehensive direction and guidance to our clients. So as you have taken time to get to know me, please take a moment to get to know them as well. |
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