Personal background
I'm originally from upstate New York and now happily settled in Brookline, Massachusetts with my fiancé, Emma. My parents, who still reside on the St. Lawrence River, taught me the value of working hard and treating everyone with kindness. I have a brother and two sisters spread out from Saratoga to New Orleans, who remain very close and supportive.
Outside of work, my hobbies and interests include spending time in nature, cooking, traveling, and sports. My upbringing imparted a deep respect for the outdoors—I enjoy camping, fishing, hiking, and participating in local conservation efforts.
Professional
Northwestern Mutual has been woven into the fabric of my family for over a century. My grandfather established a successful practice in Central New York, which he later passed on to my father, Jeff, and my late aunt Holly. Together, we have provided financial security and planning to hardworking families across the country.
We continue to grow the practice and evolve to meet the changing needs of our clients. Our specialty lies in working with closely-held businesses and their families, offering integrated risk and wealth planning.
Lending a hand in my community.
Mass Audubon
Active member and donor to Mass Audubon. Mass Audubon is the largest conservation-based organization in New England, protecting land and wildlife for over 125 years. Our work provides equitable access to nature, protects endangered species, and restores biodiversity across the state.
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.
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.
