About me
I grew up in Santa Fe, New Mexico and after serving in the United States Navy I went on to college to study business. After finishing my undergraduate degree, I was blessed to manage a US company in Hong Kong and China for 5 years. I have had many great opportunities in my life, but my passion as always been helping people to achieve their goals.
Upon returning from Asia, I got married to my amazing wife. We have two children and have been a host family for 3 children over the last ten years. My wife and I were clients of Northwestern Mutual and after several discussions with my own advisor, I decided to change career paths and I took the leap and joined Northwestern Mutual.
This decision was one of the best decisions I have ever made. Over the last several years it has given me the opportunity to work with amazing individuals, business owners, and families and to help them set up a plan to achieve their goals. My career and my passion for helping people have become one in the same which giving me joy and fulfillment helping my clients every single day.
Outside of running my practice, I coach youth sports. This is another way to help people unlock their potential and build strong fundamentals and life skills that last a lifetime. I enjoy spending time with my family, hiking, fishing, and playing golf.
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
Life Insurance Strategies
Retirement Planning & Income Strategies
Financial Planning
Insurance Protection 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.
