Helping Medical Professionals Achieve
Financial Freedom and Flexibility
As a financial advisor, I am committed to inspiring and challenging you to turn your life goals into reality. Whether you are a new resident or preparing to hang up your white coat, I understand the unique needs of doctors and dentists.
It’s never too early or too late to start planning. The important thing is to start, and by visiting this website, you are taking the first step.
We invite you to learn more about my professional experience, our team of financial planning and investment experts, and our comprehensive and holistic approach to planning.
We welcome the opportunity to help you achieve financial freedom and flexibility.
Opening Doors to Internship and Career Opportunities
As a College Unit Director, I lead a team of college financial representatives at Northwestern Mutual-Chicago in Rosemont.
Our Top 10 internship[i] program provides college students with an opportunity to learn the fundamentals of financial planning and test-drive the career as a financial representative. Through the experience, young professionals also develop important business skills ranging from networking to time management.
Please email Richard Green or visit our Internship website to learn more.
[i] Vault Guide to Top Internships, 2018 edition
