Personal

After living in the Point Loma area of San Diego for many years, we decided to move up to the mountains for more fun in Flagstaff, Arizona! My wife Ashlyn, daughters Isla and Remy, and son Graham, are active in all the adventures available to us here. We enjoy getting up early, drinking great coffee, working out, hiking, skiing, reading, and traveling.

My family.

Professional

My career as a wealth management advisor with Northwestern Mutual started back in San Diego CA, in August of 2008, through the company's internship program, while attending Point Loma Nazarene University. It was a great mutual fit for us, as I was able to get off to a strong start in growing my financial planning practice. I achieved many new financial advisor awards and also broke a local office record in my first few years. Besides setting big goals and working hard, I fell in love with the process of helping others in this way. It felt absolutely amazing to help others discover and clarify their most personal and important goals. I also loved the challenge of putting together the most efficient plans in place, that create the utmost financial security possible.

Currently, I am focused on growing our financial planning practice with only a certain number of individuals, families, and businesses that share our similar values. I firmly believe that shared values are the cornerstone of having a successful, long-term, relationships with clients. Our many values are are summed up into three chief values: Love, Accountability and Courage.

  • Love – appreciating people for who they are.
  • Accountability – aligning actions with values.
  • Courage – living outside of your comfort zone to grow.

I believe in the organic growth of my business, by working on word-of-mouth referrals, through friends and family. This belief has helped us meet and work with many clients living all over the country, coast-to-coast.

Lastly, I have much gratitude and appreciation for the speakers/teachers that have influenced my own personal and professional development! I feel compelled to be available for public speaking opportunities whenever possible; so please let me know if I could give back and help you in that way also.

Personal photo

Here are my areas of expertise

Financial Planning

Wealth Management

Insurance Protection Strategies

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