Personal
As a financial advisor with Northwestern Mutual, I have the honor of helping families and individuals take wise steps today to prepare for their most prosperous tomorrow.
Originally from the Twin Cities area of Minnesota, I graduated from the University of Wisconsin-La Crosse, where I was on the wrestling team. My career in financial services began as a loan officer at a bank. Craving the opportunity to help and serve people more meaningfully, I began exploring opportunities in financial advising. I interviewed with and researched several firms before ultimately choosing Northwestern Mutual because of the company’s strong reputation and deep commitment to its clients.
Now, years later, I remain proud of the company I represent and am grateful for the opportunity I have to serve and help families achieve their financial goals. My team and I take a comprehensive planning approach, preparing our clients both for what could go right and for what could go wrong in the future. Ultimately, we aim to provide the peace of mind that comes from knowing their finances are in order.
My most important titles are that of husband to my wife Faythe and father to our two sons Henry & Walt. Family will always come first for me. I consider my work as a financial advisor a dual blessing as it allows me both to provide for my own family and help as many other families as possible.
Professional
At Northwestern Mutual, we offer comprehensive financial planning so our clients can spend their lives living. Our roots are in insurance, and we are one of the largest independent broker-dealers. As one of only three companies with a AAA credit rating and more than 165 years in business, Northwestern Mutual offers a rare strength and legacy to our clients. At the same time, thanks to the freedom we have as independent advisors, we provide the personalized planning experience of a boutique firm.
My approach to financial planning is holistic in nature. My team and I take time to understand our clients’ complete financial pictures, as well as their hopes and dreams for the future. Then, we craft a plan that is both offensive and defensive in nature. From a defense standpoint, we consider everything that could go wrong and prepare with tools like insurance, estate planning, and debt paydown strategies. At the same time, we work offensively, helping clients create systematic habits around saving and investing. Ultimately, we strive to help our clients achieve their goals with the highest likelihood of success in the most efficient and tax-strategic way.
In addition to my work as a financial advisor, I also serve as a Field Director. In this role, I have the privilege of developing the future of our firm by recruiting and mentoring talent. When considering candidates, cultural fit is extraordinarily important to us. Skills can be developed, but character cannot be taught. For accountable and others-oriented people, we provide an ideal environment to live the best version of their lives.
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
Retirement Planning & Income Strategies
Investment Planning & Strategies
Tax-Efficient Strategies
Life Insurance Strategies
Estate Planning
Education Planning & Funding
Multigenerational 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.
