Leave the 99 Wealth Management

10/29/2026

Interviewing for a financial advisor career? Preparation makes all the difference. Research the role, practice your answers, and reflect on what you want in a career. Connect with a recruiter to learn more and explore whether the role is the right fit for you. http://spr.ly/6187BHnTTX

10/28/2026

Carrying on is easier when you have me in your corner. Before the year ends let’s make sure your retirement plan is still working for you. Reach out.

10/27/2026

Economic data remains strong, but investors are weighing rising oil prices, sticky inflation, and the cost of the artificial intelligence (AI) buildout. Bonds rallied as yields fell, and many stocks outside the AI trade moved higher. Read Northwestern Mutual Wealth Management Company CIO Brent Schutte’s latest commentary and reach out to me to talk about how your plan is positioned. http://spr.ly/6180BH9eog

10/27/2026

10/26/2026

You spent years building toward retirement. Now’s a good time to make sure your money continues supporting the lifestyle and goals you’ve worked hard to achieve. Review your plan before year-end to provide the clarity and confidence to move into next year with stability and peace of mind.
http://spr.ly/6184BGLZKr

10/26/2026

A bonus gives you choices: spend some, save some, have a little fun, pay down debt, or invest for the future. If you’re not sure how to prioritize, let’s talk through the benefits of each option.
http://spr.ly/6183BGss7x

10/22/2026

Leave your financial doubts in the rearview mirror as you enter the new year. Let’s go over your plan together, find new opportunities, and make sure you’re ready to finish strong.

10/22/2026

It's easy to get excited when you see the level of training, coaching, and support available as you build your career. Let's chat about how this opportunity might align with your goals and aspirations.

10/20/2026

Higher borrowing costs are raising questions about the artificial intelligence spending boom. Read this week’s market commentary for a closer look at the risks to growth and why diversification remains important. http://spr.ly/6183BHrnvF