My tenure at Northwestern Mutual speaks to its credibility as a stable financial institution. Northwestern Mutual offers high quality investment and wealth management programs and services for high net worth clients. The company’s mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security.

For 28 years and with a lot of help and support from many people, I grew one of the larger District Network Offices in the Northwestern Mutual system with over $3 million in new premium sales my last year as Managing Director.Northwestern Mutual is a more than 155-year-old mutual company serving the insurance and investment needs of more than three million clients. We help successful business owners, professionals, and their families clarify their financial goals to achieve and maintain financial security and independence. Our diverse, expert team carefully examines estate planning, business planning, and investment needs to help our clients accumulate wealth, protect and preserve wealth, manage risk and plan for wealth distribution.

As an Assistant Vice President, I was responsible for commercial loans and overall business development.