Professional

  • Chartered Financial Consultant (ChFC®) with the American College of Financial Services
  • Chartered Life Underwriter (CLU®) with the American College of Financial Services
  • Retirement Income Certified Planner (RICP®) with the American College of Financial Services
  • Series 7, 6 and 63 Securities Licenses with FINRA
  • Florida 2-15 License for Health, Life and Annuities
  • Long Term Care Certified.

Education

Bachelor of Science in Civil Engineering from Marquette University

Personal

Born and raised in Milwaukee, Wisconsin, I am a 1993 graduate of Marquette University.  I'm happily married to my high school sweetheart, Tammy. She is an RN Case Manager with Lee Memorial Hospital and absolutely the best nurse I’ve ever seen! We enjoy our time together and believe our best family vacations revolved around nature...hiking, rafting and horseback riding in the Rocky and Great Smoky Mountain ranges. We look forward to many more trips like that.

Our two sons, Brandon and Brady, are both graduates of University of Florida and Fort Myers High School.  Brandon graduated with his IB Diploma from FMHS, was active in honors societies, student government and was named "Mr. Green Wave" as a 3-time letter winner for the varsity basketball team.  He graduated from UF in May 2022 with a degree in Psychology, and he is currently pursuing his Doctorate in Physical Therapy at FGCU.

Brady graduated with his IB Diploma from FMHS, was a member of the National Honor Society and a student government representative. He was a 7-time letter winner in both basketball and football, and he received the academic award in both sports for having the highest GPA on the teams. He graduated from UF in May 2024 with a degree in Health Sciences.  He is interested in pursuing a career in pharmaceutical or medical device sales.  

​​​​​​​We feel very blessed to have them in our lives. 

Serving our Community

I am proud to be active in or have participated in the following organizations:

  • Summit Church
  • Paint-It-Forward Ministries - Company Sponsor
  • Fort Myers Lion's Club - Director
  • Boys and Girls Club of Lee County
  • Hoops on Mission
  • Pick Up The Ball
  • Society of Military Engineers – Deployed Troop Engineering Support Volunteer
  • Florida Hospital Association
  • Florida Gulf Coast University (FGCU) Engineering Academic Advisory Committee
  • Distinguished Alumni Wrestlers and Guests Society (DAWGS) – Secretary and Founding Member
  • National Association of Interscholastic Officials Association (NAIOA)
  • YMCA Basketball Coach
  • Gateway Flag Football Co-Founder and Coach
  • American Coaches Association (ACA)
  • Pop Warner Football
  • SWFL Youth Basketball Green Wave Head Coach
  • Kids Helping Kids – Alico Family Center – Parent Volunteer
  • Real Estate Investment Society – Active Member
  • GROW Business Network – Active Member
  • FGCU Eagles Club Board of Advisors
  • FGCU - Mentor

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