Personal
I am originally from Winfield IL, a small town outside of Chicago. I am the oldest of two boys, which kept the household competitive. My fondest memories of my family growing up involved many trips to Michigan to see family, sports almost every weekend and numerous cats and dogs we adopted over the years.
After graduating from Wheaton North High School, I knew college for me involved working full time and staying local. I spent 3 years at College of DuPage where I also worked for My Chef Catering and learned the ins and outs of the hospitality business. I eventually earned a scholarship to finish my business degree at Northern Illinois University. While at NIU I participated in the Northwestern Mutual Internship which led me to starting my practice full time.
In 2021, I married my beautiful wife Erin and we settled down on the South Side of Wheaton IL. In June of 2022, we welcomed our first born, Jack James, into the world and he has been the best gift we could ask for. If I am not sipping a bourbon or scotch from my collection, you will catch me with my family either playing outdoors or doing something active.
My motivation will always come down to two things in this world: My faith in my Lord and Savior Jesus Christ and my family who keeps me humble and accountable.
Professional
Throughout my career, I have always lived by my 5 core values: Humility, Gratefulness, Loyalty, Integrity, and Humor. I am privileged to work primarily with young professionals and families navigating the accumulation phase of planning and pre/post-retirees navigating distribution. My practice is dedicated to building effective, personalized and life-long financial plans with solutions rooted in the goals and values of my clients.
I began my journey with Northwestern Mutual in 2015 as an intern while I attended Northern Illinois University. In addition to being life, health and long-term care licensed, I also hold Financial Industry Regulatory Authority (FINRA) Series 6 & 63 registrations and hold licenses in 15 states. I hold a leadership position in our Naperville Office where I am fortunate to mentor, train and develop our new advisors in the firm.
I have a deep passion for helping people and I am dedicated to always put the needs of my clients first. I believe this is best displayed through my ongoing education, staying up to date on the ever changing tax/legislative environment, and being the best listener I can be to fully comprehend what is most important in my clients lives.
Education
Northern Illinois University, Business Administration (Bachelor of Science)
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.
