About Me
Before coming to Northwestern Mutual, I worked as an athletic trainer for a few years. Although I enjoyed it, I quickly realized the healthcare industry was not for me. I also worked in the startup space in golf technology, where my focus was helping golf clubs and instructors grow their business. However, when I was introduced to Northwestern Mutual and the opportunity to help others live for today, while preparing for tomorrow, and create my own business, it all clicked and I quickly made the transition. As an athletic trainer I helped save lives. As a Financial Advisor I help save livelihoods.
Given my background in healthcare, golf, and small businesses, I specialize in working with many people in those spaces, as well as anyone in the education field. Whether it's a young professional, established professional, or nearing or at retirement, I'm passionate about protecting people through the 'what if's and 'God forbids', having been there myself.
As a Financial Advisor, I have my Life & Health license, SIE, Series 6, and Series 63 licenses. I am continuously furthering my education to be the very best for my clients and community.
Personally, I grew up in Brookline, MA just outside of Boston. Growing up my life was all about sports. However, when I was 8 I was diagnosed with Legg-Calve-Perthese Disease, causing me to be in a body cast for 4 months, and on crutches for 2 years. Through this, I worked with phenomenal doctors and physical therapists, which fueled my fire to help others.
Outside of work, I love playing golf, am a big fan of board games, and enjoy spending time with my wife, Claire, whom is a physical therapist, and our dog, Macadamia. My wife is from New York, which means we have an intense sports rivalry between New York and Boston. Thankfully, we've been able to agree on supporting STL teams together.
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. Our agency gives plenty of opportunity to be active in the community and support others. Here are some of the organizations I support:
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.
Affinity Groups
Through Northwestern Mutual, I am involved in the Women's Affinity Group, LGBTQ+ Affinity Group, and Black American Affinity Group. Through these groups I have had multiple opportunities to get involved and lend a hand.
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.
