Professional
After searching for a career that would allow me to grow with my clients, I was fortunate enough to come across Northwestern Mutual. I now look forward to growing my practice and starting new relationships.
Associations and Memberships
Annapolis Chamber of commerce, Christmas in April, Jaycees, BNI, Salisbury University Alumni Association, Annapolis Sports and Social Club, United Parish of Bowie, Participant in Polar Bear Plunge to Benefit MD Special Olympics.
Years of Experience
Representing Northwestern Mutual since 2006.
Education
Salisbury University - Bachelor of Science
Awards and Recognition
- National Association of Insurance and Financial Advisors Quality Award 2011-2015
- Award recognizing commitment to excellence in service to clients and industry
- National Quality Award 2010
- Award recognizing persistency and performance
Personal
My family currently resides in Edgewater, Maryland. We are active in several sports/activities including tennis, golf, basketball, skiing, triathlons, sailing, boating, and crew. We enjoy staying involved in the South River Youth Association and coaching our children in a variety of sports.
My wife Katherine gave birth to our son Henry in March of 2015, and our second son Benjamin in March of 2017. Katherine and I met while attending Salisbury University and were married in 2010.
I grew up in Davidsonville, Maryland. My mother, Janice, is a retired Prince George’s county special education teacher. My father, Herbert, is in sales with Phillips Corporation. My younger sister, Lindsay, is a special education teacher in Anne Arundel County.
Katherine began working as a ICU/PACU Registered Nurse at Anne Arundel Medical center in 2008. She is originally from Randolph, New Jersey. Katherine’s mother, Terri, is a retired school teacher. Prior to retirement, her father Greg, was in finance with Kraft/Pinnacle foods.
We are active in several associations including the Annapolis Chamber of commerce, Jaycees, Salisbury University Alumni Association, Annapolis Sports and Social Club, United Parish of Bowie, The Chesapeake Bay Foundation, and the Maryland Polar Bear Plunge to Benefit the Special Olympics.
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
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.
