About me
As the former Director of Training and Development at Northwestern Mutual, I had the opportunity to help new financial advisors build a solid foundation in risk management, wealth accumulation, and wealth distribution. But my true passion lies in financial planning, which is why I transitioned to become a Financial Planner in 2024. My goal is to help clients in all stages of life reach their financial goals through comprehensive planning.
With over a decade of experience in the financial service industry, I have obtained my Life and Health Producer Credentials, and I hold the following FINRA registrations SIE, Series 6, and Series 63.
Outside of work, my wife and I have been married for almost 20 years and have three children. We are active in our local church, where Sara is the Director of Children's Ministries, and I am one of the Worship Leaders. We have lived in the south suburbs of Chicago since 2006 and currently reside in Shorewood, IL.
I am excited to continue helping clients achieve their financial goals and am always looking for new ways to grow and learn in this ever-changing industry.
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.
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.
