Personal

I have lived in Melbourne Beach with my wife, Karen (we married in 1979), and three children: Sheryl, Kristen and Todd, since 1989. We've had a longtime love of the water where we have enjoyed boating, sailing and fishing. After 14 years on the soccer field (coaching kids and playing in adult leagues), two knee surgeries and a broken wrist—I found a new water passion in sculling, and 2005 was my first year competing on the water.

Professional

I graduated from college in 1978 when I moved from Pittsburgh to Atlanta to begin a career in the lawn services industry. After numerous geographic locations and moves up the corporate ladder, I found the "view" wasn't all I thought it would be. With the assistance of a career outplacement firm and some guidance from my Northwestern Mutual representative, in 1989 I found my calling with the Northwestern Mutual Financial Network serving the financial needs of my clients.

Associations and Memberships

  • Member - Spacecoast Association of Insurance and Financial Advisors since 1991 (Past President: 1998, 2000; State Legislative Chair: 2004-2005)
  • Former Board Member - MS Foundation
  • Former Board Member - Friends of Melbourne Beach Library

Years of Experience

Representing Northwestern Mutual since 1989.

Education

Bethany College - Physical Science (Bachelor of Science)

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.

Visit partner website

Alex's Lemonade Stand logo

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.

Visit partner website

Beads of Courage logo

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

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.

Downtown Milwaukee, WI Skyline