Personal

My wife Kathy and I are natives of Northeastern PA. We relocated to Long Island, NY in July, 2004 where Kathy assumed the position of Asst. Superintendent of Schools for the Sewanhaka High School District, while I worked out of Northwestern Mutual's Melville, NY office.  She then served in the same capacity for the Amityville School District. In 2014, she retired and we moved to Towson, MD, which is in close proximity to Baltimore. I work out of the downtown Baltimore office, which is located across the street from the beautiful Inner Harbor.

Between us, we have six children, seven grandsons, and two granddaughters.

Kathy and I are former marathon runners, but now we stick to walking for exercise. 

In addition to walking and hiking on various trails, we are big basketball fans and have season tickets to to Towson University's women's and men's basketball games. For  professional basketball, we follow the NY Knicks. We also attend a number of Orioles games, or watch the games on television. When baseball season ends, we are cheering for the Ravens. 

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. 

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.

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Professional

I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.

Education

University of Scranton, Business (Bachelor of Science)

In addition, I have earned the following professional designations in order to enhance my planning expertise:

CLU®, ChFC®, RICP®

Here are my areas of expertise

Financial Planning

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Long-Term Care Planning

Advisory Services

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.

Downtown Milwaukee, WI Skyline