Professional
Vision
To simplify financial planning and make it fit for every individual, family, and small to large business to build an eternal legacy that spans over generations.
Core Values
- Honesty: Sincere belief in the power of people.
- Integrity: Committed to doing the right thing regardless of the outcome.
- Conviction: A firm belief in creating a comprehensive financial plan.
- Courage: Willingness to ask the tough questions for the betterment of my clients.
- Truth: Direct and forward communication that is correct and without deceit.
- Mutual Growth: A focus that are client’s gain is directly correlated to our growth.
Education
Masters of Business Administration – June 2016 – University of Wisconsin - Oshkosh
Bachelor of Business Administration - Emphasis on Human Resource Management, minor in Human Development January 2012, University of Wisconsin - Green Bay
Associates of Arts and Science – Interdisciplinary Studies – May 2002, University of Wisconsin - Fox Valley
Personal Life
A Fox Valley native, I have spent my life in the surrounding areas and am familiar with the people that cross my path. I love being able to recall the conversations of almost anyone I interact with. These abilities led me to Northwestern Mutual, where as a client, endured hardships with my son. My advisor gave me the relief when it was needed to not only pull through but to thrive when we were at our lows. Being in retail management for almost 20 years, the belief in this company and our advisor ultimately changed the course of my career trajectory. I knew this was a calling for me to do the same to all those, past and present, to be that continued resource I still have today. Ask me about my story when we meet!
I am a passionate father of 3 beautiful children: Parker, Elliot, and Anna, and a black lab named Bohdi. Located in the Greenville area, our family is always focused on enhancing our minds, whether through video games, music, cars, or reading. We love to learn new activities and hobbies.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Business Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
