Professional
I work closely with business owners, executives, sales professionals, and their families to identify their financial priorities and deliver financial security through well-designed financial plans that focus on advanced wealth accumulation techniques and tax efficiencies.
My team and I pride ourselves on thinking outside the box to deliver the most comprehensive, goal-centered plans that focus on growing our client’s net worth. We look to be a one-stop concierge shop for clients to navigate financial planning as their lives grow and change.
To help you build a flexible financial plan with the right mix of insurance products and investment strategies, I am FINRA registered and licensed to offer life, accident and health insurance. I hold a Master’s Degree from Ball State University and a Bachelor’s of Arts from Mount Union College.
Personal
I grew up in Lake Zurich and attended Mount Union College where I played college football. I was a four-year starter, Time All American, Three Time ESPN The Magazine Academic All-American, Finalist for the Gagliardi Trophy, and won two NCAA D-III National Championships. I was also named to the D3Football.com All-Decade Team as one of the best players across the entire decade of the 2000’s
After college I pursued my dream of playing professional football but realized the world had other plans for me. I pursued an advanced degree and coached college football at Mount Union College for the winningest college football coach in the history of the game Larry Kehres, and then on to Division 1 Ball State University.
I quickly realized the life of a frequently relocating coach did not align with my long-term goals, and I found a home at Northwest Mutual. I take pride in my ability to help others financially plan for their long-term goals while utilizing my passion for math, leadership and strategically solving complex problems as a financial advisor.
In my free time I enjoy golfing, the outdoors, doing CrossFit, cooking/smoking BBQ, and spending time with family. My wife Jackie and I have two daughters, Annabelle and Emily.
We are both drawn to youth philanthropic causes and support Ronald McDonald House of Chicagoland and Northwest Indiana and Alex’s Lemonade Stand Foundation.
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.
