Personal
I am happily married to my wonderful wife, Leigha, and together we reside in the vibrant West Loop of Chicago. Our love for the city is matched only by our passion for discovering new restaurants, spending quality time on the golf course, and traveling to new destinations. We are also deeply committed to giving back, dedicating our time and resources to family charities such as Rife4Life and the EMK Foundation.
A Legacy of Trust and Commitment
As a third-generation client of Northwestern Mutual, I have been fortunate to witness firsthand the profound impact that financial planning and security can have on a family. My goal is to bring that same peace of mind and thoughtful foresight to each of my clients, ensuring they experience the same sense of stability and confidence that I was lucky enough to have in my own life.
Commitment to Clients
My approach is rooted in the values and principles that have been passed down through generations in my family. I aim to provide my clients with a tailored, comprehensive financial strategy that not only meets their immediate needs but also sets them up for future success. By fostering a relationship built on trust and transparency, I strive to be a reliable partner in navigating life's financial complexities.
Feel free to reach out to discuss how we can work together to achieve your financial goals. Whether you're planning for retirement, investing for the future, or simply looking to safeguard your assets, I'm here to help bring clarity and confidence to your financial journey.
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.
